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
76
$207K 0.14%
1,100
77
$200K 0.13%
+1,100
78
$64.3K 0.04%
26,700
79
– –
-153,853
80
– –
-746
81
– –
-5,150
82
– –
-800
1 2 3
4