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
426
$305K 0.03%
+1,792
427
$301K 0.03%
1,495
-337
428
$301K 0.03%
12,250
+566
429
$301K 0.03%
3,054
+1,140
430
$301K 0.03%
5,215
-1,185
431
$300K 0.03%
+5,705
432
$299K 0.03%
10,606
+799
433
$298K 0.03%
4,081
+800
434
$297K 0.03%
21,141
-1,849
435
$297K 0.03%
3,467
-12
436
$296K 0.03%
6,716
+766
437
$293K 0.03%
3,203
438
$292K 0.03%
20,127
+843
439
$292K 0.03%
1,785
-392
440
$292K 0.03%
3,009
+380
441
$291K 0.03%
4,047
+186
442
$291K 0.03%
4,346
+41
443
$291K 0.03%
3,177
+232
444
$289K 0.03%
5,941
+285
445
$289K 0.03%
8,369
+414
446
$288K 0.03%
3,645
+149
447
$288K 0.03%
21,420
+10,278
448
$287K 0.03%
7,820
+368
449
$287K 0.03%
10,288
+2,198
450
$287K 0.03%
2,667
+38
16 17
18
19 20