VFP

Verus Financial Partners Portfolio holdings

AUM $1.11B
1-Year Est. Return 13.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.19M
3
+$1.97M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.94M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.13M

Top Sells

1
+$1.9M
2
+$788K
3
+$505K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$411K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$267K

Sector Composition

1 Technology 0.94%
2 Consumer Staples 0.94%
3 Financials 0.52%
4 Healthcare 0.52%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$871K 0.08%
3,467
-9
52
$754K 0.07%
+1
53
$701K 0.07%
13,591
+2,996
54
$642K 0.06%
2,641
-69
55
$632K 0.06%
7,150
56
$630K 0.06%
2,095
+269
57
$611K 0.06%
2,641
+5
58
$600K 0.06%
1,997
+3
59
$578K 0.06%
8,897
-225
60
$564K 0.05%
5,950
61
$553K 0.05%
753
-13
62
$548K 0.05%
2,495
+88
63
$539K 0.05%
1,668
+1
64
$529K 0.05%
2,487
+138
65
$526K 0.05%
6,582
-30
66
$525K 0.05%
14,703
+71
67
$524K 0.05%
3,626
+1
68
$514K 0.05%
16,364
-360
69
$498K 0.05%
1,640
+600
70
$488K 0.05%
+1,372
71
$484K 0.05%
2,596
+10
72
$481K 0.05%
623
-167
73
$459K 0.04%
15,893
+3,915
74
$451K 0.04%
752
-259
75
$445K 0.04%
2,389
-1
1 2
3
4 5