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VFG

V2 Financial group Portfolio holdings

AUM $215M
1-Year Est. Return 15.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$692K
3
+$526K
4
BDX icon
Becton Dickinson
BDX
+$417K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$355K

Top Sells

1
+$408K
2
+$402K
3
+$330K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$240K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$211K

Sector Composition

1 Technology 6.22%
2 Consumer Discretionary 4.72%
3 Communication Services 4.43%
4 Healthcare 3.89%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.59%
4,408
27
$961K 0.53%
16,000
28
$942K 0.52%
5,800
29
$909K 0.5%
4,800
30
$876K 0.49%
16,261
31
$874K 0.48%
6,200
32
$867K 0.48%
3,410
-138
33
$837K 0.46%
4,000
34
$790K 0.44%
31,020
-1,147
35
$776K 0.43%
9,707
-5
36
$763K 0.42%
13,000
37
$728K 0.4%
+21,697
38
$708K 0.39%
2,759
-256
39
$696K 0.39%
+22,000
40
$686K 0.38%
5,720
41
$643K 0.36%
3,010
42
$642K 0.36%
14,617
-313
43
$641K 0.36%
2,649
+301
44
$635K 0.35%
22,489
-903
45
$614K 0.34%
14,080
+442
46
$614K 0.34%
663
47
$591K 0.33%
2,100
48
$580K 0.32%
3,107
+130
49
$475K 0.26%
1,200
50
$445K 0.25%
2,400
-100
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