VCM
Vivaldi Capital Management Portfolio holdings
AUM
$666M
This Quarter Return
+0.42%
1 Year Return
+16.32%
3 Year Return
+52.24%
5 Year Return
+71.27%
10 Year Return
–
AUM
$422M
AUM Growth
+$422M
(+10%)
Cap. Flow
+$39.4M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
41.16%
Holding
263
New
25
Increased
99
Reduced
69
Closed
37
Top Buys
| 1 |
B. Riley Financial
RILY
|
$19.5M |
| 2 |
Meta Platforms (Facebook)
META
|
$18.1M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
$11M |
| 4 |
BlackRock MuniYield Quality Fund III
MYI
|
$5.73M |
| 5 |
Lyft
LYFT
|
$3.23M |
Top Sells
Sector Composition
| 1 | Financials | 10.48% |
| 2 | Communication Services | 6.29% |
| 3 | Technology | 3.69% |
| 4 | Healthcare | 3.06% |
| 5 | Consumer Staples | 1.52% |