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
$135M
AUM Growth
+$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$270K
2 +$266K
3 +$88.1K
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$42.1K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$25.9K

Sector Composition

1 Technology 0.25%
2 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$218K 0.16%
1,410
-570
27
-1,419