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
$244M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$2.66M
3
+$330K
4
ALB icon
Albemarle
ALB
+$288K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$251K

Top Sells

1
+$13.1M
2
+$6.3M
3
+$1.95M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.08M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$985K

Sector Composition

1 Consumer Staples 4.44%
2 Consumer Discretionary 2%
3 Industrials 0.88%
4 Utilities 0.85%
5 Healthcare 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.08%
+3,788
52
$203K 0.08%
2,236
-67
53
– –
-5,655
1 2
3