VA
VestGen Advisors Portfolio holdings
AUM $2.2B
AUM
$2.2B
AUM Growth
–
Cap. Flow
+$2.2B
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
29.6%
Holding
545
New
545
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $144M | |
| 2 | $83M | |
| 3 | $81.9M | |
| 4 | $80.4M | |
| 5 | $60.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.24% |
| 2 | Financials | 4.88% |
| 3 | Real Estate | 3.89% |
| 4 | Consumer Discretionary | 3.44% |
| 5 | Communication Services | 3.42% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $448K | 0.02% | 6,333 | New | +$448K | |||
| $440K | 0.02% | 4,862 | New | +$440K | |||
| $434K | 0.02% | 6,623 | New | +$434K | |||
| $430K | 0.02% | 2,960 | New | +$430K | |||
| $430K | 0.02% | 13,225 | New | +$430K | |||
| $429K | 0.02% | 3,595 | New | +$429K | |||
| $420K | 0.02% | 5,395 | New | +$420K | |||
| $419K | 0.02% | 1,981 | New | +$419K | |||
| $416K | 0.02% | 6,958 | New | +$416K | |||
| $415K | 0.02% | 9,496 | New | +$415K | |||
| $411K | 0.02% | 6,063 | New | +$411K | |||
| $409K | 0.02% | 8,515 | New | +$409K | |||
| $408K | 0.02% | 4,473 | New | +$408K | |||
| $408K | 0.02% | 3,192 | New | +$408K | |||
| $405K | 0.02% | 9,604 | New | +$405K | |||
| $403K | 0.02% | 15,178 | New | +$403K | |||
| $401K | 0.02% | 3,031 | New | +$401K | |||
| $400K | 0.02% | 4,269 | New | +$400K | |||
| $395K | 0.02% | 10,593 | New | +$395K | |||
| $392K | 0.02% | 3,566 | New | +$392K | |||
| $389K | 0.02% | 11,728 | New | +$389K | |||
| $379K | 0.02% | 4,428 | New | +$379K | |||
| $378K | 0.02% | 1,550 | New | +$378K | |||
| $376K | 0.02% | 7,625 | New | +$376K | |||
| $371K | 0.02% | 12,675 | New | +$371K |
