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
51
$4.17M 0.45%
26,849
+5,181
52
$4.14M 0.45%
24,420
+582
53
$4.11M 0.45%
120,891
54
$4.04M 0.44%
15,031
+3,293
55
$3.94M 0.43%
28,571
+3,763
56
$3.9M 0.42%
15,600
+4,164
57
$3.9M 0.42%
7,266
+1,551
58
$3.9M 0.42%
46,604
+1,090
59
$3.89M 0.42%
24,949
+950
60
$3.74M 0.41%
26,833
+1,202
61
$3.73M 0.4%
22,824
+6,319
62
$3.7M 0.4%
13,912
+2,364
63
$3.64M 0.4%
11,242
+497
64
$3.57M 0.39%
70,066
-1,283
65
$3.5M 0.38%
65,186
-60,389
66
$3.45M 0.37%
15,667
+331
67
$3.39M 0.37%
229,182
+5,512
68
$3.34M 0.36%
103,142
+9,140
69
$3.28M 0.36%
22,023
+3,621
70
$3.25M 0.35%
16,127
+547
71
$3.25M 0.35%
30,682
+3,608
72
$3.25M 0.35%
21,782
+869
73
$3.25M 0.35%
64,329
+1,955
74
$3.24M 0.35%
12,305
+456
75
$3.17M 0.34%
17,181
+2,750
1 2
3
4 5