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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
51
$439K 0.24%
1,200
52
$421K 0.23%
+2,247
53
$405K 0.22%
675
54
$405K 0.22%
508
55
$400K 0.22%
10,000
56
$400K 0.22%
1,689
57
$375K 0.21%
11,282
-40
58
$373K 0.21%
4,000
59
$372K 0.21%
1,900
60
$367K 0.2%
3,800
61
$366K 0.2%
+3,675
62
$356K 0.2%
1,800
63
$348K 0.19%
987
-213
64
$342K 0.19%
2,200
65
$338K 0.19%
2,175
+550
66
$335K 0.19%
1,767
-50
67
$328K 0.18%
+7,450
68
$323K 0.18%
4,090
-20
69
$312K 0.17%
701
70
$310K 0.17%
4,531
+2
71
$305K 0.17%
1,080
72
$292K 0.16%
2,000
73
$287K 0.16%
709
74
$277K 0.15%
4,200
-3,095
75
$268K 0.15%
600
1 2
3
4