VFP

Verus Financial Partners Portfolio holdings

AUM $1.04B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$45.4M
3
+$22.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.6M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$9.12M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 3.15%
2 Consumer Discretionary 2.38%
3 Industrials 1.33%
4 Financials 1.24%
5 Energy 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$313K 0.18%
+9,246
27
$292K 0.17%
+5,799
28
$267K 0.15%
+2,383
29
$266K 0.15%
+3,178
30
$265K 0.15%
+6,607
31
$264K 0.15%
+18,620
32
$244K 0.14%
+10,022
33
$232K 0.13%
+2,966
34
$227K 0.13%
+6,563
35
$224K 0.13%
+3,057
36
$222K 0.13%
+5,379
37
$221K 0.13%
+1,869
38
$216K 0.12%
+8,913
39
$212K 0.12%
+3,140
40
$206K 0.12%
+1,125
41
$180K 0.1%
+7,161
42
$160K 0.09%
+12,406
43
$127K 0.07%
+12,823
44
$39K 0.02%
+34,449
1
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