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
$265M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.63M
3
+$226K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$204K
5
HD icon
Home Depot
HD
+$204K

Top Sells

1
+$1.12M
2
+$1M
3
+$868K
4
BDN
Brandywine Realty Trust
BDN
+$776K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$569K

Sector Composition

1 Consumer Staples 2.71%
2 Consumer Discretionary 1.98%
3 Utilities 0.74%
4 Financials 0.62%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,458
52
– –
-11,916
1 2
3