Brandon Yee
@Versant Capital Management, Inc
Latest period2024 - Q4ReportedManaged Assets$463.92MTotal holdings2377
Assets growth rate5.77%Assets growth rate (2-Q avg)8.36%Continuous growth in asset value9 quarters
Portfolio positions
This chart displays the top 10 holdings in Versant Capital Management, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2377 positions.
Assets under management
The assets under management (AUM) of Versant Capital Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 463.92M in assets, with a quarterly growth rate of 5.77% and a 2-quarter average growth rate of 8.36%. The portfolio is managed by Brandon Yee, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
PCYPowershares Emerging Mkts Sovereign Debt
| 0.59% | $2.725M 137,470 shares@ $19.82 avg price | Decreased -0.74% |
AMZNAmazon.com Inc
| 0.59% | $2.699M 12,301 shares@ $219.39 avg price | Increased 39.24% |
HDHome Depot
| 0.55% | $2.547M 6,547 shares@ $389.0 avg price | Increased 7.51% |
QUSSpdr Msci Usa Strategicfactors Etf
| 0.54% | $2.478M 16,001 shares@ $154.85 avg price | Increased 112.95% |
AVUVAvantis U.s. Small Cap Value Etf
| 0.52% | $2.388M 24,741 shares@ $96.53 avg price | Increased 0.03% |
EMXCIshares Msci Emerging Markets Ex China Etf
| 0.49% | $2.238M 40,354 shares@ $55.45 avg price | Increased 0.48% |
IVVIshares S&p 500 Index
| 0.48% | $2.182M 3,706 shares@ $588.68 avg price | Increased 0.74% |
METAMeta Platforms Inc Cl A
| 0.47% | $2.157M 3,684 shares@ $585.54 avg price | Increased 32.57% |
RINGIshares Msci Global Gold Miners Etf
| 0.47% | $2.152M 76,541 shares@ $28.12 avg price | Increased 15.4% |
RSGRepublic Services Inc
| 0.44% | $1.998M 9,929 shares@ $201.18 avg price | Increased 1.57% |