VR

Viridian RIA Portfolio holdings

AUM $430M
1-Year Est. Return 6.31%
This Quarter Est. Return
1 Year Est. Return
+6.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$435M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$244

Top Sells

1
+$43.4M
2
+$41.1M
3
+$36.4M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$27.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.7M

Sector Composition

1 Technology 7.25%
2 Communication Services 4.19%
3 Consumer Discretionary 3.67%
4 Financials 0.76%
5 Healthcare 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$893K 0.21%
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$372K 0.09%
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$316K 0.07%
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