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
476
$265K 0.03%
1,307
+78
477
$265K 0.03%
32,950
+1,626
478
$264K 0.03%
3,346
479
$263K 0.03%
3,824
+463
480
$262K 0.03%
7,237
+473
481
$261K 0.03%
5,982
+303
482
$258K 0.03%
4,885
+380
483
$255K 0.03%
4,231
+68
484
$253K 0.03%
12,124
+329
485
$252K 0.03%
5,250
+249
486
$251K 0.03%
11,330
+449
487
$251K 0.03%
182
+22
488
$250K 0.03%
4,211
-620
489
$250K 0.03%
8,986
+703
490
$250K 0.03%
4,678
491
$245K 0.03%
+10,872
492
$245K 0.03%
26,216
+1,167
493
$245K 0.03%
3,285
+52
494
$243K 0.03%
19,408
+4,792
495
$243K 0.03%
16,275
+500
496
$242K 0.03%
11,115
+435
497
$242K 0.03%
+4,322
498
$242K 0.03%
+9,884
499
$241K 0.03%
+4,161
500
$241K 0.03%
+1,273
18 19
20
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