VAG

Vannoy Advisory Group Portfolio holdings

AUM $153M
1-Year Est. Return 10.08%
This Quarter Est. Return
1 Year Est. Return
+10.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$290K
2 +$223K
3 +$63.2K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$45.6K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$26.9K

Sector Composition

1 Communication Services 0.45%
2 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$274K 0.21%
1,799
-415
27
$263K 0.2%
1,532
28
-7,485