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
76
$436K 0.04%
914
77
$435K 0.04%
3,517
-31
78
$427K 0.04%
3,396
+26
79
$403K 0.04%
993
-163
80
$394K 0.04%
5,436
+5
81
$386K 0.04%
2,509
-213
82
$375K 0.04%
1,137
83
$365K 0.04%
8,299
-28
84
$362K 0.03%
1,217
85
$357K 0.03%
+25,000
86
$357K 0.03%
3,918
87
$354K 0.03%
7,346
+17
88
$340K 0.03%
1,398
+45
89
$339K 0.03%
5,651
90
$334K 0.03%
3,241
-23
91
$332K 0.03%
+1,179
92
$331K 0.03%
4,993
+1,000
93
$331K 0.03%
5,681
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94
$315K 0.03%
513
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95
$309K 0.03%
4,952
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96
$308K 0.03%
333
+17
97
$292K 0.03%
+1,046
98
$290K 0.03%
1,907
99
$285K 0.03%
6,505
+52
100
$280K 0.03%
4,447
1 2 3
4
5