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
$73.4M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$1.85M
3 +$1.78M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.77M
5
ADM icon
Archer Daniels Midland
ADM
+$1.75M

Top Sells

1 +$4M
2 +$1.67M
3 +$1.65M
4
QCOM icon
Qualcomm
QCOM
+$866K
5
AMAT icon
Applied Materials
AMAT
+$704K

Sector Composition

1 Technology 16.67%
2 Consumer Discretionary 13.08%
3 Healthcare 12.65%
4 Industrials 8.24%
5 Materials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-94,900