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
$279M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.29M
3
+$589K
4
KMX icon
CarMax
KMX
+$457K
5
KO icon
Coca-Cola
KO
+$235K

Top Sells

1
+$1.69M
2
+$836K
3
+$319K
4
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$258K
5
PII icon
Polaris
PII
+$251K

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