VP

Verum Partners Portfolio holdings

AUM $496M
1-Year Est. Return 15.38%
This Quarter Est. Return
1 Year Est. Return
+15.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$496M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$3.73M
3 +$2.45M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.34M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.34M

Top Sells

1 +$15.7M
2 +$1.02M
3 +$947K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$647K
5
LLY icon
Eli Lilly
LLY
+$371K

Sector Composition

1 Technology 4.08%
2 Financials 3%
3 Consumer Discretionary 2.19%
4 Healthcare 1.63%
5 Consumer Staples 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNO icon
176
Vornado Realty Trust
VNO
$6.28B
-5,582