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VFO
Virtus Family Office Portfolio holdings
AUM
$117M
1-Year Est. Return
20.51%
This Fund
S&P 500
1 Year Est. Return
+20.51%
AUM
$117M
AUM Growth
+$1.18M
(+1%)
Holding
79
Top Buys
| 1 | +$1.91M | |
| 2 | +$1.8M | |
| 3 | +$1.79M | |
| 4 |
Universal Health Services
UHS
|
+$1.75M |
| 5 |
ResMed
RMD
|
+$1.75M |
Top Sells
| 1 | +$3.71M | |
| 2 | +$2.43M | |
| 3 | +$2.29M | |
| 4 |
Nextpower Inc
NXT
|
+$2.19M |
| 5 |
International Seaways
INSW
|
+$1.88M |
Sector Composition
| 1 | Industrials | 13.86% |
| 2 | Healthcare | 12.42% |
| 3 | Technology | 11.26% |
| 4 | Financials | 9.35% |
| 5 | Consumer Discretionary | 7.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
NVIDIA
NVDA
$4.97T
| – | – |
-1,101
|
|
||
77
Oshkosh
OSK
$8.42B
| – | – |
-11,757
|
|
||
78
Pultegroup
PHM
$23.5B
| – | – |
-12,058
|
|
||
|
AMRZ
79
Amrize Ltd
AMRZ
$29.4B
| – | – |
-5,104
|
|