VCM

Verde Capital Management Portfolio holdings

AUM $405M
1-Year Est. Return 18.73%
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 9.53%
2 Consumer Discretionary 2.14%
3 Communication Services 1.66%
4 Technology 0.74%
5 Financials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$868K 0.51%
+18,978
27
$752K 0.44%
+24,471
28
$714K 0.42%
+10,680
29
$708K 0.41%
+3,358
30
$583K 0.34%
+20,427
31
$459K 0.27%
+12,670
32
$417K 0.24%
+13,785
33
$382K 0.22%
+2,672
34
$378K 0.22%
+4,298
35
$311K 0.18%
+4,640
36
$237K 0.14%
+800
37
$101K 0.06%
+10,827