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
$149M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.3M
3
+$1.59M
4
LEG icon
Leggett & Platt
LEG
+$1.04M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$388K

Top Sells

1
+$3.34M
2
+$1.89M
3
+$352K
4
AMZN icon
Amazon
AMZN
+$221K
5
NNN icon
NNN REIT
NNN
+$220K

Sector Composition

1 Communication Services 9.7%
2 Technology 8.71%
3 Consumer Discretionary 5.37%
4 Industrials 3.1%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331K 0.22%
13,399
+1,573
52
$320K 0.21%
3,800
53
$302K 0.2%
650
54
$295K 0.2%
4,236
-195
55
$290K 0.19%
2,100
56
$280K 0.19%
1,800
57
$280K 0.19%
500
58
$279K 0.19%
3,900
59
$274K 0.18%
1,900
60
$273K 0.18%
+3,525
61
$266K 0.18%
600
62
$250K 0.17%
508
63
$250K 0.17%
2,000
64
$248K 0.17%
5,172
+105
65
$247K 0.17%
3,600
66
$238K 0.16%
+2,135
67
$236K 0.16%
2,200
68
$235K 0.16%
650
-23
69
$227K 0.15%
3,300
70
$225K 0.15%
4,000
71
$223K 0.15%
1,250
72
$220K 0.15%
+4,500
73
$218K 0.15%
1,800
74
$213K 0.14%
+916
75
$211K 0.14%
1,100
1 2
3
4