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
451
$286K 0.03%
4,725
+810
452
$284K 0.03%
7,663
+327
453
$284K 0.03%
9,235
+1,648
454
$284K 0.03%
11,628
+557
455
$284K 0.03%
2,896
+101
456
$283K 0.03%
+5,915
457
$282K 0.03%
4,988
+1,630
458
$282K 0.03%
2,764
+249
459
$282K 0.03%
13,229
+628
460
$281K 0.03%
1,404
+120
461
$278K 0.03%
1,017
+86
462
$275K 0.03%
11,558
463
$274K 0.03%
+11,270
464
$273K 0.03%
6,772
+171
465
$273K 0.03%
2,349
466
$273K 0.03%
1,657
+223
467
$272K 0.03%
2,177
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468
$272K 0.03%
3,478
469
$269K 0.03%
7,239
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470
$268K 0.03%
5,043
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471
$268K 0.03%
7,088
+309
472
$268K 0.03%
18,406
+519
473
$267K 0.03%
+6,737
474
$267K 0.03%
6,961
+215
475
$266K 0.03%
3,593
+14
17 18
19
20 21