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
$436M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.16M
3
+$2.84M
4
LH icon
Labcorp
LH
+$1.8M
5
EVR icon
Evercore
EVR
+$1.22M

Top Sells

1
+$1.92M
2
+$1.9M
3
+$1.82M
4
MDT icon
Medtronic
MDT
+$1.64M
5
SPR icon
Spirit AeroSystems
SPR
+$1.32M

Sector Composition

1 Technology 16.36%
2 Financials 15.84%
3 Healthcare 11.77%
4 Industrials 8.23%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.52%
30,149
-2,805
52
$2.18M 0.5%
32,533
+501
53
$2.16M 0.49%
15,572
+38
54
$2.1M 0.48%
12,970
+11,127
55
$2.09M 0.48%
17,938
-562
56
$2.07M 0.47%
6,163
-119
57
$2.06M 0.47%
95,696
-5,393
58
$2.04M 0.47%
9,391
+648
59
$1.98M 0.45%
159,251
-702
60
$1.96M 0.45%
8,933
-59
61
$1.91M 0.44%
12,283
-325
62
$1.91M 0.44%
31,530
+661
63
$1.89M 0.43%
38,232
-3,584
64
$1.83M 0.42%
11,203
+5,772
65
$1.83M 0.42%
67,792
66
$1.82M 0.42%
48,927
+548
67
$1.77M 0.41%
15,961
+1,475
68
$1.74M 0.4%
11,733
-394
69
$1.73M 0.4%
8,188
-20
70
$1.68M 0.38%
12,468
+925
71
$1.68M 0.38%
12,112
-667
72
$1.67M 0.38%
32,258
+37
73
$1.65M 0.38%
26,763
-318
74
$1.62M 0.37%
12,650
+78
75
$1.59M 0.37%
32,324
+7,773
1 2
3
4 5