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
$913M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$1.96M
3
+$1.24M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$548K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$548K

Top Sells

1
+$1.26M
2
+$1.13M
3
+$775K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$732K
5
LLY icon
Eli Lilly
LLY
+$474K

Sector Composition

1 Consumer Staples 0.82%
2 Technology 0.65%
3 Healthcare 0.61%
4 Industrials 0.37%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,555
102
– –
-523
103
– –
-5,734
1 2 3 4
5