VCM

Verger Capital Management Portfolio holdings

AUM $308M
1-Year Est. Return 13.32%
This Quarter Est. Return
1 Year Est. Return
+13.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$96.3K
2
+$64.8K
3
+$23.8K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.52K
5
IYW icon
iShares US Technology ETF
IYW
+$613

Top Sells

1
+$1.34M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 25.02%
73,170
+242
2
$19.7M 16.92%
172,968
+569
3
$17.2M 14.82%
227,292
4
$14.2M 12.21%
149,239
5
$7M 6.01%
283,855
6
$6.59M 5.67%
52,522
7
$6.1M 5.24%
187,540
8
$5.96M 5.13%
111,843
9
$5.55M 4.77%
14,004
+60
10
$3.06M 2.63%
13,857
+25
11
$1.27M 1.09%
38,960
12
$560K 0.48%
6,393
+7
13
– –
-60,372