VCM

Voleon Capital Management Portfolio holdings

AUM $4.65B
1-Year Est. Return 33.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$19.6M
3
+$18.9M
4
META icon
Meta Platforms (Facebook)
META
+$18.8M
5
AVGO icon
Broadcom
AVGO
+$12.2M

Top Sells

1
+$9.62M
2
+$8.95M
3
+$8.62M
4
EXC icon
Exelon
EXC
+$7.7M
5
DASH icon
DoorDash
DASH
+$7.48M

Sector Composition

1 Technology 34.67%
2 Financials 13.52%
3 Consumer Discretionary 10.52%
4 Healthcare 9.76%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$218K 0.01%
+1,331
452
$216K 0.01%
5,360
-101,636
453
$214K 0.01%
+1,358
454
$213K 0.01%
+382
455
$212K 0.01%
5,961
-54,205
456
$209K 0.01%
+1,502
457
$207K 0.01%
+10,118
458
$204K 0.01%
+1,253
459
$203K 0.01%
+3,726
460
$202K 0.01%
+1,472
461
$201K 0.01%
+845
462
$198K 0.01%
+18,048
463
$180K 0.01%
+10,547
464
$169K 0.01%
15,501
-80,468
465
$162K 0.01%
+3,519
466
$120K 0.01%
+14,103
467
$113K 0.01%
+18,536
468
$112K 0.01%
48,780
-153,589
469
$98.1K 0.01%
+40,027
470
$76.6K ﹤0.01%
+12,197
471
$62.5K ﹤0.01%
+36,309
472
– –
-14,759
473
– –
-22,893
474
– –
-6,362
475
– –
-137,884
17 18
19
20 21