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
51
$8.16M 0.45%
+41,291
52
$8.01M 0.44%
82,252
+10,574
53
$7.99M 0.44%
184,682
+167,034
54
$7.97M 0.44%
179,966
-108,003
55
$7.93M 0.44%
7,625
+1,236
56
$7.64M 0.42%
21,523
-2,914
57
$7.57M 0.42%
37,594
+14,435
58
$7.51M 0.41%
49,161
-62,586
59
$7.5M 0.41%
13,240
+1,337
60
$7.48M 0.41%
28,012
+24,798
61
$7.19M 0.39%
+53,467
62
$7.17M 0.39%
32,051
+9,124
63
$7.05M 0.39%
22,116
-13,471
64
$6.92M 0.38%
+14,952
65
$6.9M 0.38%
63,992
+33,251
66
$6.71M 0.37%
84,467
-3,946
67
$6.68M 0.37%
106,379
+41,203
68
$6.65M 0.36%
12,238
-4,397
69
$6.35M 0.35%
+21,844
70
$6.32M 0.35%
7,053
-2,446
71
$6.22M 0.34%
37,419
+29,613
72
$6.16M 0.34%
46,509
+43,716
73
$5.99M 0.33%
1,035
+320
74
$5.92M 0.32%
67,809
-9,301
75
$5.81M 0.32%
25,371
-9,109
1 2
3
4 5