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
$129M
AUM Growth
+$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$555K
2 +$69.7K
3 +$60.5K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$37.5K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$30.3K

Sector Composition

1 Communication Services 0.48%
2 Technology 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$280K 0.22%
4,541
27
$260K 0.2%
1,419
-380