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
51
$203K 0.07%
1,232
+70
52
– –
-5,633
53
– –
-1,516
1 2
3