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
$470M
AUM Growth
+$36.4M
(+8.4%)
Holding
176
Top Buys
| 1 | +$2.46M | |
| 2 | +$1.68M | |
| 3 | +$1.4M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.35M |
| 5 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
+$1.17M |
Top Sells
| 1 | +$318K | |
| 2 | +$265K | |
| 3 | +$245K | |
| 4 |
Royal Bank of Canada
RY
|
+$244K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$240K |
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
$43.5B
| – | – |
-4,177
|
|