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
$727M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.1M
3
+$12.6M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$6.45M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.82M

Top Sells

1
+$14.6M
2
+$11.1M
3
+$9.43M
4
DVY icon
iShares Select Dividend ETF
DVY
+$2.92M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.83M

Sector Composition

1 Consumer Staples 1.2%
2 Healthcare 0.86%
3 Technology 0.73%
4 Industrials 0.53%
5 Consumer Discretionary 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,907
102
– –
-9,534
103
– –
-5,812
104
– –
-712
105
– –
-4,416
106
– –
-1,959
107
– –
-4,966
108
– –
-2,202
109
– –
-60,395
1 2 3 4
5