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
$405M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.2M
3
+$1.92M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.38M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.31M

Top Sells

1
+$659K
2
+$445K
3
+$256K
4
UNH icon
UnitedHealth
UNH
+$252K
5
BAX icon
Baxter International
BAX
+$236K

Sector Composition

1 Consumer Discretionary 6.63%
2 Technology 4.49%
3 Communication Services 4.34%
4 Real Estate 2.17%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$452K 0.11%
1,032
+156
52
$444K 0.11%
1,122
+17
53
$422K 0.1%
8,840
-672
54
$391K 0.1%
633
+110
55
$374K 0.09%
602
-39
56
$333K 0.08%
587
+50
57
$332K 0.08%
1,519
-18
58
$309K 0.08%
4,160
-1,675
59
$302K 0.07%
305
+7
60
$290K 0.07%
+393
61
$263K 0.06%
+1,490
62
$224K 0.06%
3,784
+17
63
$215K 0.05%
+5,184
64
$214K 0.05%
+2,730
65
$7.03K ﹤0.01%
+13,625
66
– –
-6,880
67
– –
-1,860
68
– –
-505
69
– –
-481
1 2
3