VFP

Verus Financial Partners Portfolio holdings

AUM $1.09B
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.5M
3
+$2.06M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$855K
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$723K

Top Sells

1
+$20M
2
+$2.36M
3
+$972K
4
VV icon
Vanguard Large-Cap ETF
VV
+$455K
5
D icon
Dominion Energy
D
+$333K

Sector Composition

1 Consumer Staples 3.89%
2 Consumer Discretionary 2.03%
3 Utilities 0.87%
4 Healthcare 0.83%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.08%
+919
52
$205K 0.07%
1,454
-292
1 2
3