VCP

Verus Capital Partners Portfolio holdings

AUM $1.6B
1-Year Est. Return 24.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.81M
3
+$1.68M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$984K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$869K

Top Sells

1
+$5.91M
2
+$3.06M
3
+$1.64M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.59M
5
XOM icon
Exxon Mobil
XOM
+$1.55M

Sector Composition

1 Technology 28.17%
2 Consumer Discretionary 7.75%
3 Energy 6.63%
4 Healthcare 4.4%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
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