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
$71.7M
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$23.4M
2 +$10.6M
3 +$7.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.21M
5
UBER icon
Uber
UBER
+$3.38M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.7M 41.36%
277,024
-218,090
2
$29.4M 41.04%
799,331
-211,752
3
$8.01M 11.16%
17,651
-13,677
4
$3.18M 4.43%
45,739
-34,293
5
$1.43M 2%
37,100
-27,603
6
-395,541
7
-80,636