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
$328M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$10.9M
3
+$5.46M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.41M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.2M

Top Sells

1
+$1.83M
2
+$990K
3
+$954K
4
BAC icon
Bank of America
BAC
+$331K
5
COF icon
Capital One
COF
+$282K

Sector Composition

1 Consumer Staples 2.27%
2 Consumer Discretionary 1.41%
3 Technology 1.08%
4 Healthcare 0.9%
5 Utilities 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,217
77
– –
-3,968
1 2 3
4