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
376
$377K 0.04%
3,071
-17
377
$376K 0.04%
7,736
+578
378
$376K 0.04%
2,059
+139
379
$375K 0.04%
5,580
+370
380
$375K 0.04%
+3,388
381
$373K 0.04%
1,839
+328
382
$370K 0.04%
+1,839
383
$369K 0.04%
1,394
+75
384
$369K 0.04%
1,354
+30
385
$367K 0.04%
25,009
-5,000
386
$367K 0.04%
3,731
+134
387
$365K 0.04%
1,411
+76
388
$364K 0.04%
+6,677
389
$361K 0.04%
3,988
+234
390
$358K 0.04%
3,087
+168
391
$357K 0.04%
3,014
+156
392
$355K 0.04%
7,120
+1,020
393
$354K 0.04%
+5,171
394
$345K 0.04%
6,220
+611
395
$344K 0.04%
4,975
+230
396
$344K 0.04%
2,163
+135
397
$343K 0.04%
5,329
+591
398
$342K 0.04%
12,700
+2,143
399
$342K 0.04%
23,554
-8,367
400
$341K 0.04%
2,555
+184
14 15
16
17 18