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
$209M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$1.25M
3
+$937K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$689K
5
AAPL icon
Apple
AAPL
+$525K

Top Sells

1
+$16M
2
+$2.45M
3
+$1.13M
4
PLD icon
Prologis
PLD
+$943K
5
AMT icon
American Tower
AMT
+$819K

Sector Composition

1 Communication Services 3.42%
2 Consumer Discretionary 2.41%
3 Technology 2.05%
4 Real Estate 1.42%
5 Financials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.55%
10,245
-8,366
27
$1.07M 0.51%
19,935
+3,944
28
$1.06M 0.51%
5,022
-3,865
29
$927K 0.44%
116,775
-2,873
30
$917K 0.44%
50,356
+663
31
$750K 0.36%
1,145
-1,162
32
$558K 0.27%
4,900
33
$529K 0.25%
7,022
-1,039
34
$525K 0.25%
+4,043
35
$524K 0.25%
12,686
-10,082
36
$520K 0.25%
6,309
-5,082
37
$444K 0.21%
9,751
-85
38
$410K 0.2%
+843
39
$215K 0.1%
2,033
-86
40
– –
-2,948
1
2