VCM

Verde Capital Management Portfolio holdings

AUM $468M
1-Year Est. Return 17.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$3.7M
3
+$3.33M
4
PANW icon
Palo Alto Networks
PANW
+$2.88M
5
COST icon
Costco
COST
+$2.3M

Top Sells

1
+$3.07M
2
+$2.96M
3
+$2.56M
4
CAVA icon
CAVA Group
CAVA
+$2.13M
5
NVDA icon
NVIDIA
NVDA
+$1.52M

Sector Composition

1 Technology 6.04%
2 Consumer Discretionary 5.92%
3 Communication Services 3.46%
4 Real Estate 2.14%
5 Financials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.84%
56,417
+2,572
27
$3.48M 0.77%
4,986
-3,659
28
$3.42M 0.76%
6,609
+2,222
29
$3.06M 0.68%
+15,026
30
$3.04M 0.67%
12,847
+3,796
31
$2.98M 0.66%
113,269
-9,238
32
$2.95M 0.65%
16,584
+89
33
$2.67M 0.59%
68,094
+4,980
34
$2.5M 0.55%
2,703
+2,398
35
$2.36M 0.52%
3,017
+256
36
$2.31M 0.51%
20,190
+2,134
37
$2.08M 0.46%
8,177
+1,339
38
$2.04M 0.45%
15,088
-750
39
$2.04M 0.45%
10,591
+839
40
$2M 0.44%
51,137
+15,259
41
$1.7M 0.38%
8,285
-5,610
42
$1.45M 0.32%
4,259
+178
43
$1.44M 0.32%
9,955
+403
44
$1.42M 0.31%
29,746
+1,736
45
$1.37M 0.3%
15,038
+1,041
46
$1.24M 0.27%
61,854
+2,236
47
$1.23M 0.27%
1,800
+38
48
$1.1M 0.24%
+9,891
49
$880K 0.2%
17,791
+660
50
$644K 0.14%
2,651
+1,161
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