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
$861M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.45M
3
+$1.98M
4
SSNC icon
SS&C Technologies
SSNC
+$1.17M
5
WDAY icon
Workday
WDAY
+$1.1M

Top Sells

1
+$4.05M
2
+$2.75M
3
+$2.46M
4
CSCO icon
Cisco
CSCO
+$2.26M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.48M

Sector Composition

1 Technology 18.9%
2 Financials 12.76%
3 Healthcare 10.63%
4 Industrials 7.51%
5 Energy 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$317K 0.04%
4,814
-3,495
402
$316K 0.04%
3,093
-286
403
$315K 0.04%
11,795
+2,070
404
$314K 0.04%
11,684
-939
405
$314K 0.04%
14,043
-1,381
406
$314K 0.04%
33,950
-6,280
407
$311K 0.04%
19,715
-1,747
408
$309K 0.04%
3,203
+1
409
$309K 0.04%
4,918
-600
410
$308K 0.04%
+9,065
411
$308K 0.04%
3,233
-806
412
$308K 0.04%
1,832
-38
413
$307K 0.04%
8,872
+26
414
$304K 0.04%
1,908
-3,064
415
$303K 0.04%
3,496
-237
416
$302K 0.04%
5,609
-186
417
$299K 0.03%
11,071
+601
418
$299K 0.03%
1,453
419
$298K 0.03%
2,116
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420
$298K 0.03%
2,371
-301
421
$298K 0.03%
1,284
-406
422
$297K 0.03%
2,135
+671
423
$290K 0.03%
3,346
424
$289K 0.03%
2,533
-1,650
425
$287K 0.03%
+5,517
15 16
17
18 19