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
$354M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.13M
3
+$2.01M
4
NVO icon
Novo Nordisk
NVO
+$1.39M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.34M

Top Sells

1
+$3.31M
2
+$2.75M
3
+$1.02M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$732K
5
NFLX icon
Netflix
NFLX
+$644K

Sector Composition

1 Consumer Discretionary 6.66%
2 Technology 4.14%
3 Communication Services 3.32%
4 Real Estate 2.1%
5 Financials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.13%
+1,646
52
$397K 0.11%
1,102
+2
53
$376K 0.11%
639
+151
54
$360K 0.1%
+876
55
$330K 0.09%
+563
56
$268K 0.08%
529
-165
57
$255K 0.07%
+1,530
58
$226K 0.06%
+1,196
59
$223K 0.06%
3,752
+15
60
$222K 0.06%
2,877
-294
61
$220K 0.06%
+1,860
62
$211K 0.06%
+1,959
63
$202K 0.06%
+2,730
64
$201K 0.06%
+6,880
1 2
3