VFO
Virtus Family Office Portfolio holdings
AUM
$107M
1-Year Est. Return
16.45%
1 Year Est. Return
+16.45%
AUM
$107M
AUM Growth
+$28.8M
(+37%)
Holding
54
Top Buys
| 1 | +$4.51M | |
| 2 | +$2.92M | |
| 3 | +$2.71M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.68M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.82M |
Top Sells
| 1 | +$1.8M | |
| 2 | +$1.45M | |
| 3 | +$1.43M | |
| 4 |
KB Financial Group
KB
|
+$1.39M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.34M |
Sector Composition
| 1 | Consumer Discretionary | 15.97% |
| 2 | Industrials | 12.87% |
| 3 | Technology | 9.72% |
| 4 | Healthcare | 6.32% |
| 5 | Financials | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
KB Financial Group
KB
$31.3B
| $239K | 0.22% |
2,886
-16,733
|
|
||
52
ProKidney
PROK
$313M
| $66.5K | 0.06% |
27,500
|
|
||
53
Hewlett Packard
HPE
$32.7B
| – | – |
-87,635
|
|
||
54
Qfin Holdings
QFIN
$2.51B
| – | – |
-32,935
|
|