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
$331M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.59M
3
+$1.95M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.42M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$842K

Top Sells

1
+$1.54M
2
+$1.22M
3
+$1.07M
4
NDAQ icon
Nasdaq
NDAQ
+$636K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$573K

Sector Composition

1 Consumer Staples 2.82%
2 Consumer Discretionary 2.15%
3 Technology 1.18%
4 Healthcare 1.16%
5 Utilities 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,414
1 2 3
4