VIM

VCU Investment Management Portfolio holdings

AUM $27.7M
1-Year Est. Return 10.97%
This Quarter Est. Return
1 Year Est. Return
+10.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$4.11M

Top Sells

1 +$38.2M
2 +$1.37M

Sector Composition

1 Technology 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$85.1M 43.97%
720,036
2
$36.9M 19.07%
1,017,944
+318,655
3
$22.3M 11.52%
59,375
4
$18.6M 9.62%
725,632
5
$11.1M 5.72%
395,541
6
$10.6M 5.46%
153,028
7
$4.88M 2.52%
115,692
8
$4.11M 2.12%
+80,636
9
-49,855
10
-441,365