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
$123M
AUM Growth
+$491K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.52M
3
+$230K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$226K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$129K

Top Sells

1
+$2.23M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.7M 25.88%
73,665
+284
2
$18.4M 15.02%
236,093
+2,900
3
$17.1M 13.93%
148,777
-19,390
4
$15M 12.25%
150,308
5
$9.33M 7.61%
347,524
+63,250
6
$7.57M 6.17%
226,569
+45,500
7
$6.69M 5.46%
52,414
+1,007
8
$6.05M 4.93%
14,091
+44
9
$5.89M 4.8%
116,903
+4,575
10
$3.04M 2.48%
13,920
+42
11
$1.15M 0.94%
38,960
12
$648K 0.53%
6,402
+4