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
326
$488K 0.05%
9,780
+1,058
327
$486K 0.05%
2,791
+303
328
$484K 0.05%
5,455
-16
329
$482K 0.05%
6,583
+170
330
$478K 0.05%
4,929
-345
331
$476K 0.05%
6,207
+107
332
$476K 0.05%
1,304
+188
333
$476K 0.05%
17,358
+953
334
$475K 0.05%
14,328
+2,214
335
$474K 0.05%
374
+17
336
$470K 0.05%
1,246
+136
337
$468K 0.05%
8,085
+575
338
$464K 0.05%
+9,209
339
$462K 0.05%
+4,903
340
$461K 0.05%
1,963
341
$459K 0.05%
6,867
+1,422
342
$459K 0.05%
1,618
+432
343
$458K 0.05%
3,004
+117
344
$453K 0.05%
6,769
+1,545
345
$452K 0.05%
3,453
-982
346
$451K 0.05%
2,014
347
$441K 0.05%
+11,957
348
$437K 0.05%
+8,700
349
$431K 0.05%
5,851
+598
350
$424K 0.05%
43,031
+1,576
12 13
14
15 16