VCM

Vivaldi Capital Management Portfolio holdings

AUM $666M
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
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 Sells

1 +$4.43M
2 +$4.08M
3 +$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.47M

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
251
-78,224
252
-126,899