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
$333M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.21M
3 +$1.15M
4
AZO icon
AutoZone
AZO
+$1.14M
5
COST icon
Costco
COST
+$912K

Top Sells

1 +$9.95M
2 +$2.37M
3 +$1.74M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$523K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$334K

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%
+3,560
53
-1,942