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
$196M
AUM Growth
+$420K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$240K
3
+$154K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$145K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$80.5K

Top Sells

1
+$1.69M
2
+$1.43M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.7M 15.14%
264,291
+1,366
2
$29.6M 15.1%
54,408
-2,621
3
$29.5M 15.06%
53,974
-3,085
4
$21.9M 11.17%
279,623
+3,063
5
$21.5M 10.98%
518,621
+7,936
6
$21.3M 10.85%
219,331
+1,497
7
$15.1M 7.7%
343,669
8
$10.2M 5.18%
238,669
+907
9
$6.99M 3.57%
65,498
+754
10
$5.41M 2.76%
26,686
+40
11
$2.66M 1.35%
38,939
+197
12
$1.39M 0.71%
40,927
13
$863K 0.44%
5,735
+3