VFP

Verus Financial Partners Portfolio holdings

AUM $1.09B
1-Year Est. Return 13.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$808M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.45M
3
+$1.4M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.15M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$931K

Top Sells

1
+$4.77M
2
+$4.17M
3
+$4.06M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.49M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.51M

Sector Composition

1 Consumer Staples 0.91%
2 Healthcare 0.68%
3 Technology 0.66%
4 Industrials 0.4%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-429
102
– –
-6,046
103
– –
-26,561
104
– –
-1,217
105
– –
-384
106
– –
-16,691
107
– –
-4,658
108
– –
-4,614
109
– –
-3,826
1 2 3 4
5