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VCM
Vines Capital Management Portfolio holdings
AUM
$101M
This Fund
S&P 500
This Quarter
Est. Return
-4.41%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
-$1.7M
(-1.7%)
Cap. Flow
+$4.06M
Cap. Flow
% of AUM
4.02%
Top 10 Holdings %
Top 10 Hldgs %
59.27%
Holding
78
New
5
Increased
32
Reduced
27
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$1.47M |
| 2 |
Business First Bancshares
BFST
|
+$1.35M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$451K |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$260K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$252K |
Top Sells
| 1 |
Uber
UBER
|
+$237K |
| 2 |
Vanguard Growth ETF
VUG
|
+$165K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$95.7K |
| 4 |
NVIDIA
NVDA
|
+$52.8K |
| 5 |
Shopify
SHOP
|
+$39.4K |
Sector Composition
| 1 | Technology | 26.44% |
| 2 | Financials | 22.5% |
| 3 | Communication Services | 4.39% |
| 4 | Consumer Discretionary | 3.78% |
| 5 | Industrials | 2.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Altimmune
ALT
$581M
| $58.2K | 0.06% |
18,884
+1,000
| +6% | +$4.25K |
|
|
SLI
77
Standard Lithium
SLI
$558M
| $34.1K | 0.03% |
+10,000
| New | +$44.8K |
|
|
78
Uber
UBER
$151B
| – | – |
-2,900
| Closed | -$237K |
|
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