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
$860M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.49M
3
+$3.18M
4
AVSF icon
Avantis Short-Term Fixed Income ETF
AVSF
+$1.78M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.46M

Top Sells

1
+$3.73M
2
+$3.45M
3
+$3.36M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$2.82M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.2M

Sector Composition

1 Consumer Staples 0.8%
2 Healthcare 0.69%
3 Technology 0.67%
4 Industrials 0.35%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.05%
1,257
52
$468K 0.05%
2,840
+2
53
$462K 0.05%
5,950
54
$458K 0.05%
7,598
55
$445K 0.05%
11,190
-614
56
$433K 0.05%
5,049
-741
57
$432K 0.05%
3,487
58
$425K 0.05%
1,980
+3
59
$423K 0.05%
16,648
+28
60
$418K 0.05%
1,215
+6
61
$415K 0.05%
2,051
+2
62
$414K 0.05%
3,241
63
$402K 0.05%
2,209
-28
64
$383K 0.04%
2,767
+3
65
$364K 0.04%
759
66
$352K 0.04%
3,517
+3
67
$352K 0.04%
3,195
+227
68
$351K 0.04%
6,761
+518
69
$341K 0.04%
7,264
-366
70
$334K 0.04%
5,100
+3
71
$319K 0.04%
11,864
+193
72
$318K 0.04%
5,397
+6
73
$309K 0.04%
612
74
$305K 0.04%
914
75
$304K 0.04%
1,217
1 2
3
4