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
$734M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$8.46M
3
+$4.31M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$4.09M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.08M

Top Sells

1
+$61.9M
2
+$6.33M
3
+$5.69M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.38M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.16M

Sector Composition

1 Consumer Staples 1.15%
2 Healthcare 0.84%
3 Technology 0.83%
4 Industrials 0.5%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.03%
+1,039
102
$201K 0.03%
1,872
-532
103
– –
-2,229
104
– –
-884
105
– –
-7,274
106
– –
-4,259
1 2 3 4
5