VOAM

Vertex One Asset Management Portfolio holdings

AUM $434M
1-Year Est. Return 37.83%
This Quarter Est. Return
1 Year Est. Return
+37.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$19.7M
3
+$17.3M
4
AX icon
Axos Financial
AX
+$15.1M
5
JAH
JARDEN CORPORATION
JAH
+$12.3M

Top Sells

1
+$22.8M
2
+$16.9M
3
+$11M
4
EXPR
Express, Inc.
EXPR
+$10.7M
5
PGEN icon
Precigen
PGEN
+$9.74M

Sector Composition

1 Consumer Discretionary 18.48%
2 Financials 17.09%
3 Technology 12.4%
4 Communication Services 11.27%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
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