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
501
$215K 0.03%
4,585
+141
502
$215K 0.03%
+3,007
503
$214K 0.02%
10,189
504
$213K 0.02%
3,358
-293
505
$212K 0.02%
1,914
-2
506
$210K 0.02%
5,310
-889
507
$206K 0.02%
+937
508
$205K 0.02%
+1,937
509
$205K 0.02%
+160
510
$205K 0.02%
1,667
-16
511
$204K 0.02%
+1,872
512
$201K 0.02%
6,500
-294
513
$182K 0.02%
11,142
-1,264
514
$182K 0.02%
4,024
-208
515
$179K 0.02%
14,616
-790
516
$176K 0.02%
12,644
-1,331
517
$175K 0.02%
13,800
+17
518
$162K 0.02%
3,207
-320
519
$139K 0.02%
15,274
-688
520
$130K 0.02%
35,134
+59
521
$111K 0.01%
12,752
+265
522
$108K 0.01%
11,546
+484
523
$99.8K 0.01%
20,671
+1,499
524
$78.9K 0.01%
10,000
525
$71.7K 0.01%
+10,235
19 20
21
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