VCM

Verde Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 17.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$1.19M
3
+$1.11M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.1M
5
COST icon
Costco
COST
+$893K

Top Sells

1
+$9.61M
2
+$2.23M
3
+$1.67M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$505K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$328K

Sector Composition

1 Consumer Discretionary 5.19%
2 Technology 3.59%
3 Communication Services 2.88%
4 Real Estate 2.33%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.07%
3,171
-340
52
$201K 0.06%
+3,737
53
– –
-1,942
1 2
3