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
$179M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$10.3M
3
+$7.51M
4
IXC icon
iShares Global Energy ETF
IXC
+$6.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.75M

Top Sells

1
+$1.14M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28M 15.61%
58,575
-2,385
2
$27.3M 15.23%
268,090
+100,954
3
$26.7M 14.89%
56,121
+42,032
4
$21.1M 11.8%
280,595
+99,676
5
$20.6M 11.51%
207,811
+57,932
6
$20M 11.15%
510,685
+164,039
7
$9.43M 5.27%
234,610
+103,216
8
$9.33M 5.21%
239,144
9
$6.96M 3.88%
64,744
+11,388
10
$5.28M 2.94%
26,287
+12,027
11
$2.53M 1.41%
39,372
+13,280
12
$1.27M 0.71%
40,927
+642
13
$703K 0.39%
5,729
+244