VIM

Vinva Investment Management Portfolio holdings

AUM $5.12B
1-Year Est. Return 31.32%
This Quarter Est. Return
1 Year Est. Return
+31.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$8.47M
3
+$8.09M
4
MAS icon
Masco
MAS
+$7.58M
5
MSFT icon
Microsoft
MSFT
+$7M

Top Sells

1
+$9.7M
2
+$8.21M
3
+$6.01M
4
FICO icon
Fair Isaac
FICO
+$5.56M
5
PHM icon
Pultegroup
PHM
+$5.54M

Sector Composition

1 Technology 31.78%
2 Financials 15.39%
3 Healthcare 12.72%
4 Consumer Discretionary 12.52%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$240K 0.01%
1,728
-7,991
402
$234K 0.01%
381
-1,705
403
$231K 0.01%
+475
404
$225K 0.01%
+5,709
405
$219K 0.01%
+5,132
406
$218K 0.01%
+4,060
407
$212K 0.01%
+729
408
$212K 0.01%
+2,035
409
$207K 0.01%
5,589
410
$205K 0.01%
1,704
411
$202K 0.01%
+444
412
$97.7K 0.01%
+11,195
413
$58.6K ﹤0.01%
+24,511
414
– –
-16,623
415
– –
-19,488
416
– –
-1,487
417
– –
-10,649
418
– –
-1,770
419
– –
-1,885
420
– –
-3,731
421
– –
-5,290
422
– –
-2,694
423
– –
-4,405
424
– –
-28,224
425
– –
-20,411
15 16
17
18 19