VIM

Vinva Investment Management Portfolio holdings

AUM $8.02B
1-Year Est. Return 28.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$397M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.3M
3
+$12.9M
4
MSFT icon
Microsoft
MSFT
+$10.9M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

1
+$4.19M
2
+$3.95M
3
+$3.95M
4
RCL icon
Royal Caribbean
RCL
+$3.69M
5
STLD icon
Steel Dynamics
STLD
+$3.65M

Sector Composition

1 Technology 31.76%
2 Financials 14.39%
3 Healthcare 12.74%
4 Consumer Discretionary 12.55%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$263K 0.02%
+5,949
377
$258K 0.02%
+6,013
378
$258K 0.02%
2,400
-1,110
379
$257K 0.02%
+1,303
380
$255K 0.02%
1,917
-11,271
381
$246K 0.02%
1,487
-2,132
382
$239K 0.02%
4,928
-3,598
383
$234K 0.02%
+6,662
384
$221K 0.02%
1,463
-1,793
385
$216K 0.01%
5,578
-3,058
386
$211K 0.01%
+1,524
387
$210K 0.01%
+5,589
388
$210K 0.01%
1,704
-681
389
$204K 0.01%
+2,314
390
$201K 0.01%
+5,584
391
– –
-8,785
392
– –
-2,549
393
– –
-1,888
394
– –
-1,997
395
– –
-12,564
396
– –
-26,701
397
– –
-2,594
398
– –
-13,249
399
– –
-14,693
400
– –
-18,109
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16
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