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
101
$4.52M 0.25%
+109,853
102
$4.49M 0.25%
14,384
+9,726
103
$4.44M 0.24%
37,589
+28,965
104
$4.41M 0.24%
+32,950
105
$4.35M 0.24%
126,361
+118,995
106
$4.35M 0.24%
25,795
-4,459
107
$4.26M 0.23%
20,512
+3,871
108
$4.19M 0.23%
16,976
+6,055
109
$4.17M 0.23%
16,906
-37,287
110
$4.15M 0.23%
+80,354
111
$4.12M 0.23%
22,514
+5,951
112
$4.03M 0.22%
23,162
-16,205
113
$4.01M 0.22%
+61,472
114
$3.99M 0.22%
+44,643
115
$3.95M 0.22%
13,554
+1,739
116
$3.9M 0.21%
115,541
+82,357
117
$3.85M 0.21%
27,300
-47,259
118
$3.8M 0.21%
20,153
+8,075
119
$3.73M 0.2%
+18,381
120
$3.71M 0.2%
+6,956
121
$3.71M 0.2%
41,133
-6,702
122
$3.68M 0.2%
15,453
+2,998
123
$3.57M 0.2%
12,800
+5,404
124
$3.56M 0.2%
+17,946
125
$3.45M 0.19%
96,696
+35,110
3 4
5
6 7