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
526
$213K 0.02%
+3,822
527
$212K 0.02%
7,028
528
$211K 0.02%
9,189
+1,543
529
$209K 0.02%
+1,201
530
$209K 0.02%
2,209
+103
531
$208K 0.02%
+9,097
532
$207K 0.02%
+6,181
533
$207K 0.02%
25,235
+15,000
534
$207K 0.02%
+6,819
535
$206K 0.02%
1,574
-334
536
$206K 0.02%
7,008
+13
537
$205K 0.02%
6,798
+298
538
$205K 0.02%
+3,216
539
$198K 0.02%
+11,797
540
$194K 0.02%
13,817
+17
541
$190K 0.02%
13,957
+503
542
$182K 0.02%
4,024
543
$147K 0.02%
15,274
544
$145K 0.02%
+12,889
545
$135K 0.01%
35,834
+700
546
$131K 0.01%
17,333
+1,259
547
$130K 0.01%
3,407
+200
548
$109K 0.01%
+10,068
549
$72.5K 0.01%
10,000
550
$66.5K 0.01%
12,468
+922
20 21
22
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