VL

Vima LLC Portfolio holdings

AUM $48.7M
1-Year Est. Return 31.69%
This Quarter Est. Return
1 Year Est. Return
+31.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.17M
3
+$2.17M
4
AMZN icon
Amazon
AMZN
+$1.45M
5
NVDA icon
NVIDIA
NVDA
+$1.39M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.18%
2 Financials 9.26%
3 Consumer Discretionary 7.54%
4 Communication Services 3.12%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$399K 0.92%
+5,054
27
$392K 0.9%
+3,104
28
$358K 0.82%
+2,099
29
$352K 0.81%
+860
30
$347K 0.8%
+525
31
$346K 0.8%
+144,176
32
$337K 0.78%
+9,525
33
$307K 0.71%
+3,651
34
$289K 0.67%
+1,510
35
$288K 0.67%
+12,706
36
$273K 0.63%
+6,109
37
$261K 0.6%
+1,499
38
$260K 0.6%
+1,350
39
$256K 0.59%
+3,057
40
$255K 0.59%
+6,453
41
$252K 0.58%
+2,282
42
$250K 0.58%
+540
43
$234K 0.54%
+662
44
$230K 0.53%
+5,423
45
$220K 0.51%
+3,376
46
$195K 0.45%
+517
47
$192K 0.44%
+2,485
48
$185K 0.43%
+118
49
$177K 0.41%
+8,105
50
$167K 0.39%
+9,739
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