VCM
Verde Capital Management Portfolio holdings
AUM
$405M
This Quarter Return
+13.56%
1 Year Return
+18.73%
3 Year Return
+70.09%
5 Year Return
+77.22%
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+8.2%)
Cap. Flow
-$5.81M
Cap. Flow
% of AUM
-3.81%
Top 10 Holdings %
Top 10 Hldgs %
85.12%
Holding
43
New
9
Increased
12
Reduced
18
Closed
4
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.09M |
| 2 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$2.08M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.21M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$986K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$831K |
Top Sells
Sector Composition
| 1 | Real Estate | 4.32% |
| 2 | Consumer Discretionary | 3% |
| 3 | Communication Services | 2.37% |
| 4 | Technology | 1.27% |
| 5 | Consumer Staples | 1.12% |
