VFG

V2 Financial group Portfolio holdings

AUM $181M
1-Year Est. Return 17.93%
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.27M
3
+$1.14M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$660K
5
VZ icon
Verizon
VZ
+$318K

Top Sells

1
+$665K
2
+$289K
3
+$241K
4
MO icon
Altria Group
MO
+$14.8K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$14.6K

Sector Composition

1 Communication Services 9.21%
2 Technology 8.34%
3 Consumer Discretionary 7.18%
4 Industrials 4.17%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$297K 0.24%
650
+50
52
$288K 0.23%
5,732
+6
53
$263K 0.21%
1,200
54
$255K 0.2%
5,354
+1
55
$253K 0.2%
1,200
56
$248K 0.2%
1,918
+1
57
$243K 0.19%
3,600
58
$214K 0.17%
4,000
59
$214K 0.17%
403
60
$205K 0.16%
+3,300
1 2
3