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
$883M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.42M
3
+$3.25M
4
EA icon
Electronic Arts
EA
+$3.19M
5
LPLA icon
LPL Financial
LPLA
+$3.17M

Top Sells

1
+$4.47M
2
+$4.02M
3
+$3.93M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.3M
5
VZ icon
Verizon
VZ
+$3.03M

Sector Composition

1 Technology 17.14%
2 Financials 14.05%
3 Healthcare 11.96%
4 Industrials 6.93%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$225K 0.03%
+1,183
477
$224K 0.03%
2,622
+279
478
$222K 0.03%
+3,615
479
$221K 0.03%
+3,073
480
$220K 0.02%
4,765
-1,636
481
$217K 0.02%
+3,562
482
$217K 0.02%
12,766
-197
483
$214K 0.02%
+2,676
484
$213K 0.02%
534
+1
485
$212K 0.02%
+4,873
486
$212K 0.02%
387
+12
487
$212K 0.02%
+750
488
$211K 0.02%
1,339
+107
489
$211K 0.02%
2,664
-2,220
490
$210K 0.02%
+6,112
491
$209K 0.02%
13,098
+511
492
$208K 0.02%
+5,276
493
$207K 0.02%
+1,741
494
$204K 0.02%
+3,599
495
$201K 0.02%
962
+35
496
$201K 0.02%
1,696
+8
497
$180K 0.02%
2,994
-167
498
$175K 0.02%
11,294
+132
499
$131K 0.01%
11,710
+782
500
$123K 0.01%
14,235
+1,832
18 19
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