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
151
$1.45M 0.17%
41,196
-6,121
152
$1.44M 0.17%
6,686
+31
153
$1.43M 0.17%
47,399
+723
154
$1.43M 0.17%
17,628
+9,516
155
$1.41M 0.16%
30,870
+504
156
$1.38M 0.16%
37,220
+1,418
157
$1.36M 0.16%
15,455
+1,273
158
$1.35M 0.16%
6,149
+6
159
$1.35M 0.16%
15,998
+2,010
160
$1.32M 0.15%
2,342
-258
161
$1.29M 0.15%
5,721
-42
162
$1.28M 0.15%
38,843
-16,985
163
$1.27M 0.15%
11,113
+32
164
$1.26M 0.15%
9,094
+529
165
$1.25M 0.15%
38,376
+917
166
$1.24M 0.14%
13,708
-297
167
$1.22M 0.14%
9,704
+366
168
$1.2M 0.14%
4,799
+2
169
$1.19M 0.14%
23,780
-1,142
170
$1.19M 0.14%
35,616
-4,994
171
$1.19M 0.14%
18,440
+2,342
172
$1.18M 0.14%
16,490
-2,033
173
$1.17M 0.14%
7,135
+81
174
$1.16M 0.14%
1,438
-439
175
$1.16M 0.14%
22,465
+3,493
5 6
7
8 9