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
$257M
AUM Growth
-$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.22M
3
+$1.01M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$847K
5
PYPL icon
PayPal
PYPL
+$667K

Top Sells

1
+$2.14M
2
+$529K
3
+$504K
4
AMZN icon
Amazon
AMZN
+$443K
5
TSLA icon
Tesla
TSLA
+$425K

Sector Composition

1 Communication Services 3.86%
2 Consumer Discretionary 3.05%
3 Technology 2.43%
4 Real Estate 1.36%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.57%
33,383
+2,583
27
$1.39M 0.54%
12,373
+1,145
28
$1.14M 0.44%
6,904
+855
29
$962K 0.37%
1,324
+74
30
$949K 0.37%
53,249
+1,162
31
$860K 0.33%
170,203
+48,280
32
$621K 0.24%
8,206
+683
33
$620K 0.24%
15,937
+943
34
$482K 0.19%
2,814
-425
35
$479K 0.19%
10,942
+742
36
$343K 0.13%
4,562
-144
37
$272K 0.11%
+665
38
$261K 0.1%
+1,136
39
$245K 0.1%
486
+67
40
$238K 0.09%
2,331
+254
41
$227K 0.09%
2,212
-16
42
$224K 0.09%
1,712
-6
43
$216K 0.08%
502
+10
44
– –
-4,900
1
2