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
$139M
AUM Growth
+$905K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.65M
3
+$1.24M
4
LEG icon
Leggett & Platt
LEG
+$387K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$221K

Top Sells

1
+$8.75M
2
+$2.75M
3
+$2.14M
4
TTT icon
ProShares UltraPro Short 20+ Year Treasury
TTT
+$1.2M
5
MSFT icon
Microsoft
MSFT
+$209K

Sector Composition

1 Communication Services 8.64%
2 Technology 7.86%
3 Consumer Discretionary 6.94%
4 Industrials 3.91%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246K 0.18%
3,944
-1,794
52
$240K 0.17%
3,600
53
$240K 0.17%
650
54
$240K 0.17%
1,800
55
$236K 0.17%
3,600
56
$221K 0.16%
+500
57
$212K 0.15%
2,000
58
$212K 0.15%
+2,256
59
$206K 0.15%
+468
60
$205K 0.15%
+600
61
$205K 0.15%
+4,000
62
$163K 0.12%
29,500
-4,100
63
– –
-19,724
64
– –
-45,625
1 2
3