VAM
Vazirani Asset Management Portfolio holdings
AUM
$26.1M
This Quarter Return
+16.5%
1 Year Return
+96.14%
3 Year Return
+411.63%
5 Year Return
–
10 Year Return
–
AUM
$90M
AUM Growth
+$90M
(+17%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
13.4%
Top 10 Holdings %
Top 10 Hldgs %
66.39%
Holding
50
New
19
Increased
7
Reduced
3
Closed
20
Top Buys
| 1 |
AVLR
Avalara, Inc.
AVLR
|
$10.1M |
| 2 |
SWCH
Switch, Inc. Class A Common Stock
SWCH
|
$5.9M |
| 3 |
SJR
Shaw Communications Inc.
SJR
|
$4.89M |
| 4 |
Rogers Corp
ROG
|
$3.63M |
| 5 |
IS
ironSource Ltd.
IS
|
$3.44M |
Top Sells
| 1 |
ACC
American Campus Communities, Inc.
ACC
|
$6.45M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$6.03M |
| 3 |
Healthcare Realty
HR
|
$5.58M |
| 4 |
WBT
Welbilt, Inc.
WBT
|
$5.03M |
| 5 |
IPOF
Social Capital Hedosophia Holdings Corp. VI
IPOF
|
$3.97M |
Sector Composition
| 1 | Technology | 37.07% |
| 2 | Communication Services | 25.98% |
| 3 | Industrials | 20.15% |
| 4 | Financials | 9.18% |
| 5 | Healthcare | 6.39% |
