VFP
Verus Financial Partners Portfolio holdings
AUM
$981M
This Quarter Return
-10.52%
1 Year Return
+10.48%
3 Year Return
+33.35%
5 Year Return
+66.31%
10 Year Return
+121.65%
AUM
$279M
AUM Growth
+$279M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
91.77%
Holding
51
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.85T
| $203K | 0.07% |
1,232
| – | – |
|