VFG
V2 Financial group Portfolio holdings
AUM
$181M
1-Year Est. Return
17.93%
1 Year Est. Return
+17.93%
AUM
$166M
AUM Growth
+$10.6M
(+6.8%)
Holding
89
Top Buys
| 1 | +$5.54M | |
| 2 | +$2.52M | |
| 3 | +$400K | |
| 4 |
Philip Morris
PM
|
+$232K |
| 5 |
Tesla
TSLA
|
+$223K |
Sector Composition
| 1 | Technology | 5.16% |
| 2 | Communication Services | 4.67% |
| 3 | Consumer Discretionary | 4.36% |
| 4 | Healthcare | 3.62% |
| 5 | Industrials | 1.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Tesla
TSLA
$1.53T
| $223K | 0.13% |
+701
|
|
||
77
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.99B
| $222K | 0.13% |
1,800
|
|
||
78
iShares US Pharmaceuticals ETF
IHE
$601M
| $216K | 0.13% |
3,300
|
|
||
79
iShares Russell 1000 Value ETF
IWD
$65.4B
| $214K | 0.13% |
1,100
|
|
||
80
Materials Select Sector SPDR Fund
XLB
$5.5B
| $211K | 0.13% |
2,398
|
|
||
81
Zscaler
ZS
$52.1B
| $210K | 0.13% |
+670
|
|
||
82
Abbott
ABT
$220B
| $207K | 0.12% |
1,520
|
|
||
83
JPMorgan Chase
JPM
$831B
| $203K | 0.12% |
+700
|
|
||
84
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
| $200K | 0.12% |
+2,418
|
|
||
85
BlackBerry
BB
$2.86B
| $125K | 0.08% |
27,200
+750
|
|
||
86
Cloudflare
NET
$78.1B
| – | – |
-5,516
|
|
||
87
iShares US Healthcare Providers ETF
IHF
$842M
| – | – |
-4,000
|
|
||
88
Bristol-Myers Squibb
BMY
$87.2B
| – | – |
-3,300
|
|
||
89
Becton Dickinson
BDX
$52.8B
| – | – |
-1,290
|
|