VCM

Virtue Capital Management Portfolio holdings

AUM $657M
1-Year Est. Return 24.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$16.5M
3
+$15.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.4M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.9M

Top Sells

1
+$9.92M
2
+$9.75M
3
+$5.36M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.07M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.88M

Sector Composition

1 Technology 10.08%
2 Financials 7.39%
3 Healthcare 6.31%
4 Consumer Discretionary 5.21%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
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