VP
Verum Partners Portfolio holdings
AUM
$470M
1-Year Est. Return
11.65%
1 Year Est. Return
+11.65%
AUM
$470M
AUM Growth
+$36.4M
(+8.4%)
Holding
176
Top Buys
| 1 | +$2.49M | |
| 2 | +$1.7M | |
| 3 | +$1.46M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.36M |
| 5 |
GMO US Quality ETF
QLTY
|
+$1.19M |
Top Sells
| 1 | +$327K | |
| 2 | +$274K | |
| 3 | +$261K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$252K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$246K |
Sector Composition
| 1 | Technology | 4.26% |
| 2 | Consumer Discretionary | 2.65% |
| 3 | Financials | 2.55% |
| 4 | Healthcare | 1.53% |
| 5 | Consumer Staples | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-4,177
|
|