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
351
$423K 0.05%
1,647
+112
352
$417K 0.05%
2,143
+690
353
$415K 0.05%
1,626
+80
354
$414K 0.05%
6,964
+201
355
$413K 0.04%
2,589
+120
356
$412K 0.04%
9,567
+756
357
$409K 0.04%
10,410
+398
358
$407K 0.04%
5,110
+266
359
$407K 0.04%
980
-23
360
$405K 0.04%
8,100
361
$404K 0.04%
3,027
+257
362
$403K 0.04%
5,024
+240
363
$403K 0.04%
+831
364
$402K 0.04%
5,909
-179
365
$402K 0.04%
23,129
+824
366
$401K 0.04%
12,859
+3,794
367
$398K 0.04%
+4,910
368
$394K 0.04%
5,287
+369
369
$390K 0.04%
2,819
+141
370
$386K 0.04%
3,444
+1,270
371
$385K 0.04%
4,028
+525
372
$383K 0.04%
839
+254
373
$383K 0.04%
6,082
-2,202
374
$382K 0.04%
9,606
+291
375
$381K 0.04%
16,395
+653
13 14
15
16 17