VL
Vima LLC Portfolio holdings
AUM
$48.7M
1-Year Return
31.69%
This Quarter Return
+2.89%
1 Year Return
+31.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$86.6M
AUM Growth
+$43.2M
(+100%)
Cap. Flow
+$44.7M
Cap. Flow
% of AUM
51.63%
Top 10 Holdings %
Top 10 Hldgs %
72.2%
Holding
515
New
98
Increased
99
Reduced
89
Closed
70
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.35M |
| 2 |
FT Vest International Equity Buffer ETF September
YSEP
|
+$1.11M |
| 3 |
ProShares UltraPro Short S&P 500
SPXU
|
+$919K |
| 4 |
Gabelli Dividend & Income Trust
GDV
|
+$716K |
| 5 |
NVIDIA
NVDA
|
+$636K |
Top Sells
| 1 |
Apple
AAPL
|
+$2.17M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.4M |
| 3 |
DigitalOcean
DOCN
|
+$1.2M |
| 4 |
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
|
+$931K |
| 5 |
Innovator Premium Income 30 Barrier ETF April
APRJ
|
+$790K |
Sector Composition
| 1 | Consumer Discretionary | 4.03% |
| 2 | Financials | 3.53% |
| 3 | Technology | 2.72% |
| 4 | Communication Services | 1.33% |
| 5 | Consumer Staples | 1.3% |
