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
$808M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.46M
3
+$1.46M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.18M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$960K

Top Sells

1
+$4.99M
2
+$4.36M
3
+$4.13M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.82M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.74M

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