VFO

Virtus Family Office Portfolio holdings

AUM $78.1M
1-Year Est. Return 10.73%
This Quarter Est. Return
1 Year Est. Return
+10.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$3M
3
+$2.78M
4
QCOM icon
Qualcomm
QCOM
+$1.43M
5
MOS icon
The Mosaic Company
MOS
+$1.3M

Top Sells

1
+$3.67M
2
+$2.49M
3
+$1.41M
4
EVR icon
Evercore
EVR
+$1.31M
5
MRK icon
Merck
MRK
+$1.27M

Sector Composition

1 Technology 24.84%
2 Materials 13.51%
3 Consumer Discretionary 12.09%
4 Healthcare 11.37%
5 Energy 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-623
52
– –
-3,459
53
– –
-8,462
1 2
3