VCM

Vetamer Capital Management Portfolio holdings

AUM $54.3M
1-Year Est. Return 29.54%
This Quarter Est. Return
1 Year Est. Return
+29.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.8M
3
+$3.78M
4
TOST icon
Toast
TOST
+$3.15M
5
V icon
Visa
V
+$2.81M

Top Sells

1
+$8M
2
+$4.75M
3
+$3.38M
4
SNAP icon
Snap
SNAP
+$2.47M
5
DGNU
Dragoneer Growth Opportunities Corp. III Class A Ordinary Shares
DGNU
+$2.45M

Sector Composition

1 Financials 44.89%
2 Technology 39.95%
3 Consumer Discretionary 10.38%
4 Real Estate 3.45%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,902
1 2
3