VFP

Verus Financial Partners Portfolio holdings

AUM $1.11B
1-Year Est. Return 13.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$2.19M
3
+$1.97M
4
AVIG icon
Avantis Core Fixed Income ETF
AVIG
+$1.94M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.13M

Top Sells

1
+$1.9M
2
+$788K
3
+$505K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$411K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$267K

Sector Composition

1 Technology 0.94%
2 Consumer Staples 0.94%
3 Financials 0.52%
4 Healthcare 0.52%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$272K 0.03%
3,246
-223
102
$271K 0.03%
5,199
103
$269K 0.03%
10,544
+1,252
104
$264K 0.03%
2,890
-497
105
$264K 0.03%
2,346
+202
106
$255K 0.02%
1,641
-37
107
$253K 0.02%
+3,696
108
$239K 0.02%
1,700
-100
109
$238K 0.02%
6,400
+28
110
$237K 0.02%
1,769
-12
111
$236K 0.02%
1,188
-7
112
$235K 0.02%
1,764
113
$230K 0.02%
+3,043
114
$228K 0.02%
669
-50
115
$228K 0.02%
+1,056
116
$227K 0.02%
+1,356
117
$223K 0.02%
2,664
+3
118
$223K 0.02%
4,961
-1,500
119
$220K 0.02%
+2,360
120
$206K 0.02%
4,100
121
$202K 0.02%
+7,159
122
– –
-649
123
– –
-6,797
1 2 3 4
5