VCM

Vivaldi Capital Management Portfolio holdings

AUM $735M
1-Year Est. Return 29.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.11M
3
+$1.39M
4
RDDT icon
Reddit
RDDT
+$968K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$819K

Top Sells

1
+$4.26M
2
+$4.08M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.98M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.46M

Sector Composition

1 Technology 9.56%
2 Healthcare 4.13%
3 Financials 3.51%
4 Consumer Discretionary 3.31%
5 Real Estate 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27.6K 0.01%
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