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
$891M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.78M
3
+$1.33M
4
QCOM icon
Qualcomm
QCOM
+$1.2M
5
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$955K

Top Sells

1
+$1.85M
2
+$1.6M
3
+$846K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$597K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$571K

Sector Composition

1 Technology 0.84%
2 Consumer Staples 0.83%
3 Healthcare 0.5%
4 Industrials 0.34%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,741
1 2 3 4
5