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
251
$757K 0.08%
2,394
+156
252
$756K 0.08%
3,716
+341
253
$755K 0.08%
24,035
+1,859
254
$754K 0.08%
1,714
+134
255
$741K 0.08%
3,583
+268
256
$735K 0.08%
13,752
-1,253
257
$733K 0.08%
6,352
+1,313
258
$727K 0.08%
8,393
+564
259
$723K 0.08%
15,628
+4,074
260
$722K 0.08%
14,488
+858
261
$721K 0.08%
66,807
262
$716K 0.08%
10,465
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263
$715K 0.08%
1,399
-162
264
$705K 0.08%
3,446
+118
265
$683K 0.07%
+1,330
266
$682K 0.07%
4,507
-1
267
$680K 0.07%
1,563
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268
$679K 0.07%
9,595
-1,657
269
$675K 0.07%
3,413
+338
270
$675K 0.07%
6,250
+592
271
$675K 0.07%
15,823
-1,643
272
$667K 0.07%
+30,267
273
$658K 0.07%
447
+14
274
$653K 0.07%
12,206
-1,337
275
$653K 0.07%
9,598
+556
9 10
11
12 13