VFP

Verus Financial Partners Portfolio holdings

AUM $1.11B
1-Year Est. Return 13.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.19M
3
+$1.97M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.94M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.13M

Top Sells

1
+$1.9M
2
+$788K
3
+$505K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$411K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$267K

Sector Composition

1 Technology 0.94%
2 Consumer Staples 0.94%
3 Financials 0.52%
4 Healthcare 0.52%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 0.29%
4,964
+67
27
$2.44M 0.23%
8,292
-66
28
$2.44M 0.23%
17,676
+2,940
29
$2.24M 0.22%
4,323
+974
30
$2.2M 0.21%
+30,272
31
$2.19M 0.21%
10,735
+1
32
$2.03M 0.2%
4,770
-530
33
$1.83M 0.18%
29,965
+10,642
34
$1.81M 0.17%
42,282
-827
35
$1.8M 0.17%
30,610
-72
36
$1.61M 0.16%
5,720
-763
37
$1.36M 0.13%
27,104
-808
38
$1.18M 0.11%
26,409
+95
39
$1.12M 0.11%
1,177
40
$1.11M 0.11%
9,448
41
$1.1M 0.11%
9,776
+226
42
$1.06M 0.1%
253,349
-20,000
43
$1.04M 0.1%
10,447
44
$1.01M 0.1%
3,975
-123
45
$977K 0.09%
5,269
+1,101
46
$962K 0.09%
14,059
+39
47
$941K 0.09%
1,872
+4
48
$932K 0.09%
13,825
49
$916K 0.09%
5,504
50
$888K 0.09%
2,816
-238
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2
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