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
426
$287K 0.03%
+2,028
427
$286K 0.03%
5,679
-542
428
$286K 0.03%
7,452
+1,275
429
$285K 0.03%
7,955
-1,135
430
$284K 0.03%
2,945
+520
431
$284K 0.03%
8,580
-3,057
432
$284K 0.03%
+931
433
$284K 0.03%
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434
$284K 0.03%
3,861
-414
435
$282K 0.03%
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436
$282K 0.03%
6,100
+1,669
437
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585
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438
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+15,742
439
$277K 0.03%
+2,170
440
$276K 0.03%
10,881
-1,237
441
$276K 0.03%
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442
$274K 0.03%
4,831
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443
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444
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4,258
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446
$272K 0.03%
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447
$272K 0.03%
2,515
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448
$272K 0.03%
3,281
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449
$269K 0.03%
1,370
-184
450
$269K 0.03%
3,478
+18
16 17
18
19 20