VCA

Verdence Capital Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$921M
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.5M
3
+$2.78M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.75M
5
AAPL icon
Apple
AAPL
+$2.73M

Top Sells

1
+$3.25M
2
+$3.19M
3
+$1.71M
4
COR icon
Cencora
COR
+$718K
5
META icon
Meta Platforms (Facebook)
META
+$694K

Sector Composition

1 Technology 18.07%
2 Financials 12.23%
3 Healthcare 10.17%
4 Industrials 7.26%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$882K 0.1%
1,364
+289
227
$877K 0.1%
8,178
+2,827
228
$856K 0.09%
12,070
+2,739
229
$852K 0.09%
2,789
+194
230
$846K 0.09%
11,459
+684
231
$838K 0.09%
11,623
+3,113
232
$834K 0.09%
32,432
+1,327
233
$833K 0.09%
21,418
+930
234
$827K 0.09%
51,469
+973
235
$823K 0.09%
26,930
+2,580
236
$822K 0.09%
3,498
+1,332
237
$814K 0.09%
6,176
+2,932
238
$811K 0.09%
7,885
+2,660
239
$810K 0.09%
23,554
+1,071
240
$807K 0.09%
8,843
+345
241
$801K 0.09%
22,591
+1,210
242
$794K 0.09%
3,929
+254
243
$790K 0.09%
937
+37
244
$788K 0.09%
75,815
+4,087
245
$783K 0.09%
28,648
+3,212
246
$772K 0.08%
8,540
+1,957
247
$771K 0.08%
5,443
+68
248
$764K 0.08%
11,600
249
$763K 0.08%
5,115
+514
250
$760K 0.08%
16,532
+20
8 9
10
11 12