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
$155M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$260K
3 +$217K
4
NNN icon
NNN REIT
NNN
+$212K
5
SPR icon
Spirit AeroSystems
SPR
+$49.2K

Top Sells

1 +$4.68M
2 +$893K
3 +$295K
4
DIS icon
Walt Disney
DIS
+$141K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$121K

Sector Composition

1 Communication Services 10.1%
2 Technology 8.37%
3 Consumer Discretionary 5.76%
4 Industrials 2.62%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.14%
1,250
77
$212K 0.14%
+4,370
78
$209K 0.13%
1,100
79
$73.9K 0.05%
28,200
+1,500
80
-4,236
81
-151,808