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
$420M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$12.2M
3 +$11.7M
4
PFE icon
Pfizer
PFE
+$10.8M
5
CSCO icon
Cisco
CSCO
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.88%
2 Financials 13.84%
3 Healthcare 12.11%
4 Energy 10.14%
5 Industrials 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$57K 0.01%
+12,176
277
$43K 0.01%
+20,000
278
$18K ﹤0.01%
+1,625