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
$134M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 0.48%
2 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$276K 0.21%
4,541
27
$270K 0.2%
1,419