VFG

V2 Financial group Portfolio holdings

AUM $203M
1-Year Est. Return 18.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.23%
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
+$3.41M
2
+$214K
3
+$202K
4
LOW icon
Lowe's Companies
LOW
+$194K
5
SPR
Spirit AeroSystems
SPR
+$51.8K

Top Sells

1
+$4.68M
2
+$861K
3
+$295K
4
DIS icon
Walt Disney
DIS
+$135K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$119K

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
– –
-151,808
81
– –
-4,236
1 2 3
4