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
401
$340K 0.04%
4,524
+1,517
402
$339K 0.04%
2,063
+320
403
$334K 0.04%
2,384
+249
404
$332K 0.04%
2,061
+424
405
$331K 0.04%
3,264
+150
406
$330K 0.04%
4,423
+227
407
$329K 0.04%
4,921
+223
408
$328K 0.04%
7,694
+206
409
$326K 0.04%
3,410
+317
410
$322K 0.04%
4,387
+348
411
$321K 0.03%
5,604
+437
412
$320K 0.03%
2,213
+843
413
$319K 0.03%
2,388
+110
414
$316K 0.03%
4,449
-366
415
$315K 0.03%
2,903
+117
416
$313K 0.03%
6,204
417
$313K 0.03%
2,672
+502
418
$313K 0.03%
14,619
+576
419
$313K 0.03%
6,242
+272
420
$313K 0.03%
8,925
+53
421
$313K 0.03%
7,811
+334
422
$312K 0.03%
7,138
-7,958
423
$312K 0.03%
40,204
+27,452
424
$311K 0.03%
+900
425
$310K 0.03%
2,758
+236
15 16
17
18 19