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
$808M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.46M
3
+$1.46M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.18M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$960K

Top Sells

1
+$4.99M
2
+$4.36M
3
+$4.13M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.74M

Sector Composition

1 Consumer Staples 0.91%
2 Healthcare 0.68%
3 Technology 0.66%
4 Industrials 0.4%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603K 0.07%
3,670
+373
52
$491K 0.06%
1,012
+177
53
$483K 0.06%
5,790
54
$475K 0.06%
9,997
-6,375
55
$472K 0.06%
6,733
-8,483
56
$462K 0.06%
1,973
-106
57
$450K 0.06%
4,697
+943
58
$445K 0.06%
7,598
59
$443K 0.05%
2,641
+779
60
$443K 0.05%
2,836
-52
61
$441K 0.05%
1,242
-1
62
$429K 0.05%
6,208
+178
63
$421K 0.05%
3,487
-19
64
$418K 0.05%
3,012
+4
65
$406K 0.05%
1,257
66
$402K 0.05%
12,012
+76
67
$399K 0.05%
16,617
+17
68
$379K 0.05%
3,218
+28
69
$358K 0.04%
7,620
+32
70
$353K 0.04%
2,048
-21
71
$341K 0.04%
2,237
-137
72
$335K 0.04%
523
-5
73
$323K 0.04%
1,105
-125
74
$323K 0.04%
5,437
+1,126
75
$322K 0.04%
6,241
+2
1 2
3
4 5