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
126
$1.98M 0.21%
6,443
-1,050
127
$1.98M 0.21%
38,320
+3,450
128
$1.95M 0.21%
29,548
-74
129
$1.94M 0.21%
86,260
130
$1.94M 0.21%
112,403
+3,213
131
$1.93M 0.21%
3,810
+267
132
$1.9M 0.21%
9,502
+439
133
$1.87M 0.2%
28,892
+4,464
134
$1.81M 0.2%
30,712
+15,181
135
$1.79M 0.19%
53,235
+1,246
136
$1.76M 0.19%
24,514
+2,323
137
$1.76M 0.19%
29,001
+982
138
$1.75M 0.19%
8,248
+4,929
139
$1.74M 0.19%
19,747
+1,450
140
$1.73M 0.19%
7,562
+106
141
$1.72M 0.19%
+34,717
142
$1.65M 0.18%
12,995
+1,882
143
$1.63M 0.18%
7,382
+696
144
$1.57M 0.17%
46,683
+1,678
145
$1.57M 0.17%
32,888
+12,060
146
$1.56M 0.17%
29,244
+11,316
147
$1.56M 0.17%
32,398
+8,618
148
$1.52M 0.16%
9,263
+32
149
$1.52M 0.16%
13,202
-59
150
$1.48M 0.16%
32,714
-6,323
4 5
6
7 8