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
$589M
AUM Growth
-$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.08M
3
+$8.68M
4
BEN icon
Franklin Resources
BEN
+$7.38M
5
HGV icon
Hilton Grand Vacations
HGV
+$5.16M

Top Sells

1
+$16.1M
2
+$13.1M
3
+$11M
4
RIO icon
Rio Tinto
RIO
+$8.74M
5
ACAS
American Capital Ltd
ACAS
+$8.64M

Sector Composition

1 Financials 15.77%
2 Consumer Discretionary 13.84%
3 Technology 12.63%
4 Materials 11.93%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
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