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
276
$650K 0.07%
66,010
+901
277
$648K 0.07%
4,638
+5
278
$646K 0.07%
9,321
+1,303
279
$639K 0.07%
15,535
-1,522
280
$631K 0.07%
2,014
281
$628K 0.07%
7,100
+320
282
$626K 0.07%
6,719
283
$624K 0.07%
50,233
-4,590
284
$624K 0.07%
7,016
+456
285
$623K 0.07%
2,107
+84
286
$621K 0.07%
+9,910
287
$617K 0.07%
5,062
+502
288
$616K 0.07%
+8,524
289
$616K 0.07%
7,598
+1,604
290
$613K 0.07%
4,759
+334
291
$613K 0.07%
4,561
+158
292
$611K 0.07%
15,835
+653
293
$609K 0.07%
12,115
+6,598
294
$606K 0.07%
2,036
+115
295
$604K 0.07%
+3,088
296
$604K 0.07%
1,373
+105
297
$604K 0.07%
2,065
-234
298
$599K 0.07%
9,406
+382
299
$595K 0.06%
193
-23
300
$588K 0.06%
15,209
+267
10 11
12
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