VCM
Verde Capital Management Portfolio holdings
AUM
$405M
1-Year Return
18.73%
This Quarter Return
+11.01%
1 Year Return
+18.73%
3 Year Return
+70.09%
5 Year Return
+77.22%
10 Year Return
–
AUM
$201M
AUM Growth
+$25.2M
(+14%)
Cap. Flow
+$8.95M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
77.72%
Holding
45
New
1
Increased
30
Reduced
8
Closed
6
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$2.66M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.24M |
| 3 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$1.91M |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$1.89M |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$1.87M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 3.35% |
| 2 | Communication Services | 2.86% |
| 3 | Real Estate | 2.18% |
| 4 | Technology | 2.05% |
| 5 | Consumer Staples | 1.19% |
