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
151
$2.56M 0.14%
+223,703
152
$2.55M 0.14%
18,776
+10,479
153
$2.55M 0.14%
113,906
-19,197
154
$2.48M 0.14%
24,280
-14,222
155
$2.44M 0.13%
21,986
-348
156
$2.42M 0.13%
111,525
+81,728
157
$2.33M 0.13%
890
-162
158
$2.33M 0.13%
27,620
+11,755
159
$2.32M 0.13%
3,170
-3,329
160
$2.31M 0.13%
81,765
+15,012
161
$2.31M 0.13%
+14,245
162
$2.29M 0.13%
341,633
+330,259
163
$2.28M 0.13%
7,806
+7,162
164
$2.26M 0.12%
31,390
+11,891
165
$2.24M 0.12%
47,973
+31,372
166
$2.22M 0.12%
5,417
+3,623
167
$2.14M 0.12%
51,979
+12,355
168
$2.13M 0.12%
+30,645
169
$2.12M 0.12%
20,440
+8,431
170
$2.11M 0.12%
+8,216
171
$2.11M 0.12%
+7,143
172
$2.1M 0.12%
+85,899
173
$2.04M 0.11%
+13,965
174
$2.04M 0.11%
176,007
+78,856
175
$2.03M 0.11%
9,110
-1,747
5 6
7
8 9