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
$464M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$70.2M
2
+$13.1M
3
+$1.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$924K
5
DVY icon
iShares Select Dividend ETF
DVY
+$886K

Top Sells

1
+$915K
2
+$753K
3
+$287K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$223K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$112K

Sector Composition

1 Consumer Staples 1.49%
2 Consumer Discretionary 1.49%
3 Technology 1.01%
4 Healthcare 0.68%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76K 0.02%
2,236
-30
1 2 3
4