VR
Viridian RIA Portfolio holdings
AUM
$430M
This Quarter Return
-1.54%
1 Year Return
+6.31%
3 Year Return
+63.07%
5 Year Return
–
10 Year Return
–
AUM
$433K
AUM Growth
+$433K
(-100%)
Cap. Flow
+$5.88K
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
99.58%
Holding
86
New
7
Increased
4
Reduced
3
Closed
–
Top Buys
| 1 |
Booking.com
BKNG
|
$2.37K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$1.21K |
| 3 |
ASML
ASML
|
$745 |
| 4 |
American Tower
AMT
|
$531 |
| 5 |
Accenture
ACN
|
$320 |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$19 |
| 2 |
Apple
AAPL
|
$16 |
| 3 |
Amazon
AMZN
|
$3 |
Sector Composition
| 1 | Financials | 95.14% |
| 2 | Consumer Discretionary | 2.07% |
| 3 | Communication Services | 1.86% |
| 4 | Technology | 0.49% |
| 5 | Healthcare | 0.22% |
