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Holly Skipper

@Verum Partners Llc

Latest period2024 - Q4ReportedManaged Assets$347.449MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOVTIshares Tr
Recent Activity
Increased 2.62%
9.97%
$34.607M
1.506M shares@ $22.98 avg price
FPAGInvestment Managers Ser Tr I
Recent Activity
Increased 72.2%
8.8%
$30.558M
1.009M shares@ $30.29 avg price
VOOVanguard Index Fds
Recent Activity
Increased 7.58%
5.89%
$20.45M
37,955 shares@ $538.81 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -40.36%
4.44%
$15.41M
305,939 shares@ $50.38 avg price
IJRIshares Tr
Recent Activity
Increased 6.58%
4.3%
$14.928M
129,565 shares@ $115.23 avg price
IVVIshares Tr
Recent Activity
Decreased -3.34%
4.28%
$14.851M
25,228 shares@ $588.69 avg price
VCRBVanguard Malvern Fds
Recent Activity
Increased 28.5%
4.06%
$14.087M
185,824 shares@ $75.81 avg price
SYLDCambria Etf Tr
Recent Activity
Increased 9.17%
3.64%
$12.613M
184,217 shares@ $68.47 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -1.42%
3.5%
$12.144M
365,664 shares@ $33.22 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
Increased 5.28%
3.34%
$11.6M
362,838 shares@ $31.97 avg price