VR
Viridian RIA Portfolio holdings
AUM
$430M
1-Year Return
6.31%
This Quarter Return
+8.61%
1 Year Return
+6.31%
3 Year Return
+63.07%
5 Year Return
–
10 Year Return
–
AUM
$302M
AUM Growth
+$25.2M
(+9.1%)
Cap. Flow
+$3.78M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
64.21%
Holding
65
New
4
Increased
20
Reduced
27
Closed
4
Top Buys
Top Sells
| 1 |
WIX.com
WIX
|
$2.13M |
| 2 |
Atlassian
TEAM
|
$1.67M |
| 3 |
Shopify
SHOP
|
$974K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$932K |
| 5 |
Zoom
ZM
|
$899K |
Sector Composition
| 1 | Technology | 7.25% |
| 2 | Communication Services | 4.12% |
| 3 | Consumer Discretionary | 2.97% |
| 4 | Healthcare | 0.57% |
| 5 | Financials | 0.48% |
