VFO
Virtus Family Office Portfolio holdings
AUM
$78.1M
1-Year Est. Return
10.73%
1 Year Est. Return
+10.73%
AUM
$78.1M
AUM Growth
+$168K
(+0.22%)
Holding
51
Top Buys
| 1 | +$3.73M | |
| 2 | +$3.33M | |
| 3 | +$3.28M | |
| 4 |
ZTO Express
ZTO
|
+$3.01M |
| 5 |
Hewlett Packard
HPE
|
+$1.8M |
Top Sells
| 1 | +$4.17M | |
| 2 | +$3.99M | |
| 3 | +$3.05M | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$2.35M |
| 5 |
The Mosaic Company
MOS
|
+$2.2M |
Sector Composition
| 1 | Consumer Discretionary | 18.25% |
| 2 | Technology | 15.4% |
| 3 | Industrials | 14.68% |
| 4 | Healthcare | 7.91% |
| 5 | Financials | 4.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Nutrien
NTR
$27.5B
| – | – |
-78,806
|
|