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
$433K
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.37K
2
+$1.21K
3
+$745
4
AMT icon
American Tower
AMT
+$531
5
ACN icon
Accenture
ACN
+$320

Top Sells

1
+$48.8M
2
+$42.1M
3
+$40.5M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$31.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M

Sector Composition

1 Financials 95.14%
2 Consumer Discretionary 2.07%
3 Communication Services 1.86%
4 Technology 0.49%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
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