VP
Verum Partners Portfolio holdings
AUM
$496M
1-Year Est. Return
15.38%
This Fund
S&P 500
1 Year Est. Return
+15.38%
AUM
$496M
AUM Growth
+$25.5M
(+5.4%)
Holding
176
Top Buys
| 1 | +$22.5M | |
| 2 | +$3.75M | |
| 3 | +$2.36M | |
| 4 |
Cambria Shareholder Yield ETF
SYLD
|
+$2.31M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.34M |
Top Sells
| 1 | +$15.7M | |
| 2 | +$1.01M | |
| 3 | +$947K | |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$637K |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$358K |
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 | |
|---|---|---|---|---|---|---|
176
Union Pacific
UNP
$151B
| – | – |
-892
|
|