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 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
in Stake
Capital Flow
301
-22,825
302
-10,000