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
$501M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$6.45M
3
+$5.24M
4
VTWG icon
Vanguard Russell 2000 Growth ETF
VTWG
+$2.38M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.17M

Top Sells

1
+$7.18M
2
+$3.4M
3
+$2.22M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.16M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.55M

Sector Composition

1 Technology 15.96%
2 Healthcare 8.64%
3 Consumer Discretionary 7.09%
4 Financials 6.34%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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