VCM

Virtue Capital Management Portfolio holdings

AUM $628M
1-Year Est. Return 18.26%
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$587M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 7%
2 Healthcare 3.78%
3 Financials 3.07%
4 Consumer Discretionary 2.24%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.24%
28,949
77
$1.37M 0.23%
2,915
78
$1.33M 0.23%
8,419
79
$1.33M 0.23%
21,000
80
$1.33M 0.23%
9,155
81
$1.32M 0.23%
7,091
82
$1.31M 0.22%
35,983
83
$1.31M 0.22%
2,515
84
$1.28M 0.22%
12,732
85
$1.27M 0.22%
24,727
86
$1.27M 0.22%
3,207
87
$1.26M 0.22%
7,110
88
$1.25M 0.21%
3,661
89
$1.24M 0.21%
12,664
90
$1.21M 0.21%
9,873
91
$1.2M 0.2%
55,168
92
$1.2M 0.2%
2,454
93
$1.17M 0.2%
31,312
94
$1.16M 0.2%
21,998
95
$1.16M 0.2%
11,881
96
$1.15M 0.2%
33,705
97
$1.15M 0.2%
32,944
98
$1.13M 0.19%
11,681
99
$1.12M 0.19%
7,450
100
$1.12M 0.19%
25,538
2 3
4
5 6