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
$279M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.44M
3
+$561K
4
KMX icon
CarMax
KMX
+$448K
5
KO icon
Coca-Cola
KO
+$238K

Top Sells

1
+$1.72M
2
+$854K
3
+$325K
4
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$258K
5
PII icon
Polaris
PII
+$227K

Sector Composition

1 Consumer Staples 2.8%
2 Consumer Discretionary 1.96%
3 Healthcare 1.05%
4 Utilities 0.86%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$460K 0.17%
4,022
-236
27
$454K 0.16%
10,850
+1
28
$416K 0.15%
1,164
+4
29
$412K 0.15%
7,716
+734
30
$400K 0.14%
2,461
-219
31
$383K 0.14%
1,791
-11
32
$354K 0.13%
1,218
+5
33
$349K 0.13%
10,203
+1,196
34
$343K 0.12%
7,071
-527
35
$327K 0.12%
2,584
+32
36
$320K 0.11%
2,621
37
$317K 0.11%
7,848
38
$312K 0.11%
3,905
+980
39
$301K 0.11%
10,224
-1,876
40
$265K 0.1%
969
+48
41
$261K 0.09%
5,976
+400
42
$248K 0.09%
2,624
+3
43
$238K 0.09%
+5,145
44
$237K 0.09%
9,600
45
$229K 0.08%
5,330
46
$225K 0.08%
+3,181
47
$220K 0.08%
4,068
+1,836
48
$217K 0.08%
1,048
+4
49
$214K 0.08%
+1,326
50
$207K 0.07%
+1,150
1
2
3