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
176
$1.14M 0.13%
15,245
+1
177
$1.13M 0.13%
30,000
178
$1.13M 0.13%
2,781
+23
179
$1.12M 0.13%
28,245
-4,121
180
$1.11M 0.13%
12,075
+3,474
181
$1.1M 0.13%
+4,889
182
$1.1M 0.13%
9,678
+813
183
$1.1M 0.13%
3,920
+219
184
$1.1M 0.13%
11,636
+3,975
185
$1.1M 0.13%
19,571
+1
186
$1.1M 0.13%
16,248
+530
187
$1.1M 0.13%
11,795
+525
188
$1.1M 0.13%
10,863
-3,270
189
$1.09M 0.13%
14,969
+10
190
$1.08M 0.13%
47,057
-2,985
191
$1.08M 0.13%
6,008
+147
192
$1.06M 0.12%
2,784
-91
193
$1.05M 0.12%
1,454
-194
194
$1.05M 0.12%
7,395
+113
195
$1.03M 0.12%
20,828
+407
196
$1.03M 0.12%
5,497
-323
197
$1.03M 0.12%
2,228
+60
198
$1.02M 0.12%
3,168
+9
199
$1.02M 0.12%
11,934
+163
200
$1.01M 0.12%
13,599
+36