VR
Viridian RIA Portfolio holdings
AUM
$430M
This Quarter Return
+6.68%
1 Year Return
+6.31%
3 Year Return
+63.07%
5 Year Return
–
10 Year Return
–
AUM
$473M
AUM Growth
+$473M
(+109,214%)
Cap. Flow
+$451M
Cap. Flow
% of AUM
95.27%
Top 10 Holdings %
Top 10 Hldgs %
63.05%
Holding
94
New
77
Increased
2
Reduced
2
Closed
8
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$50.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$45.4M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$42.6M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$34.7M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$25.7M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$95.6K |
| 2 |
Apple
AAPL
|
$89K |
| 3 |
Booking.com
BKNG
|
$2.37K |
| 4 |
ASML
ASML
|
$745 |
| 5 |
American Tower
AMT
|
$531 |
Sector Composition
| 1 | Technology | 7.66% |
| 2 | Communication Services | 3.68% |
| 3 | Consumer Discretionary | 3.63% |
| 4 | Financials | 0.76% |
| 5 | Healthcare | 0.44% |
