VCM
Vivaldi Capital Management Portfolio holdings
AUM
$707M
1-Year Est. Return
21.11%
1 Year Est. Return
+21.11%
AUM
$666M
AUM Growth
+$45.2M
(+7.3%)
Holding
309
Top Buys
| 1 | +$5.92M | |
| 2 | +$4.53M | |
| 3 | +$4.1M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$2.04M |
| 5 |
iShares Select Dividend ETF
DVY
|
+$1.98M |
Top Sells
| 1 | +$3.6M | |
| 2 | +$2.64M | |
| 3 | +$2.16M | |
| 4 |
iShares Gold Trust
IAU
|
+$2.11M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.22M |
Sector Composition
| 1 | Technology | 16.4% |
| 2 | Healthcare | 10.14% |
| 3 | Financials | 10.08% |
| 4 | Industrials | 6.34% |
| 5 | Consumer Discretionary | 4.55% |
