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VCA

Verdence Capital Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 25.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.61M
3
+$2.51M
4
TSM icon
TSMC
TSM
+$2.5M
5
COF icon
Capital One
COF
+$2.49M

Top Sells

1
+$5.38M
2
+$4.24M
3
+$3.71M
4
F icon
Ford
F
+$3.29M
5
MSFT icon
Microsoft
MSFT
+$3.01M

Sector Composition

1 Financials 17.78%
2 Technology 16.99%
3 Healthcare 12.26%
4 Energy 10.12%
5 Industrials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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302
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303
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304
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305
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-1,939
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307
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-13,291
308
– –
-5,642
309
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310
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311
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-1,680
314
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-8,753
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