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
$861M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.45M
3
+$1.98M
4
SSNC icon
SS&C Technologies
SSNC
+$1.17M
5
WDAY icon
Workday
WDAY
+$1.1M

Top Sells

1
+$4.05M
2
+$2.75M
3
+$2.46M
4
CSCO icon
Cisco
CSCO
+$2.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.48M

Sector Composition

1 Technology 18.9%
2 Financials 12.76%
3 Healthcare 10.63%
4 Industrials 7.51%
5 Energy 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$612K 0.07%
17,453
-1,083
277
$606K 0.07%
14,942
+159
278
$601K 0.07%
7,741
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279
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433
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280
$598K 0.07%
10,434
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281
$595K 0.07%
5,225
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282
$589K 0.07%
6,780
-111
283
$587K 0.07%
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284
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216
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285
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5,351
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286
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287
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288
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289
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5,274
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290
$576K 0.07%
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291
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292
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293
$563K 0.07%
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294
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295
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296
$556K 0.06%
6,560
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297
$554K 0.06%
13,543
+1,324
298
$553K 0.06%
16,405
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299
$553K 0.06%
3,075
+1,507
300
$545K 0.06%
4,650
+2,439
10 11
12
13 14