Holly Skipper

@Verum Partners Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$347.449M

Total holdings164

Assets growth rate1.75%

Assets growth rate (2-Q avg)6.01%

Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Verum Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 164 positions.

Assets under management

The assets under management (AUM) of Verum Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 347.449M in assets, with a quarterly growth rate of 1.75% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Holly Skipper, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCTXXSchwab Charles Family Fd Recent Activity Exited	0%	$1.387M 1.387M shares@ $1.0 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$390,249 411 shares@ $949.52 avg price	Exited
ITOTIshares Tr Recent Activity Exited	0%	$241,693 1,924 shares@ $125.63 avg price	Exited
QRTEAQurate Retail Inc Recent Activity Exited	0%	$8,175 13,399 shares@ $0.62 avg price	Exited