VA

VestGen Advisors Portfolio holdings

AUM $2.35B
1-Year Est. Return 22.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$308M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.57M
3
+$7.92M
4
EYLD icon
Cambria Emerging Shareholder Yield ETF
EYLD
+$7.88M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$6.49M

Top Sells

1
+$25.8M
2
+$10.9M
3
+$4.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.76M
5
UNH icon
UnitedHealth
UNH
+$2.74M

Sector Composition

1 Technology 11.75%
2 Financials 4.34%
3 Consumer Discretionary 3.43%
4 Communication Services 3.31%
5 Real Estate 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$225K 0.01%
2,126
-12,867
552
$224K 0.01%
20,641
+10,491
553
$223K 0.01%
+979
554
$218K 0.01%
+1,538
555
$218K 0.01%
+534
556
$217K 0.01%
+3,456
557
$216K 0.01%
+2,254
558
$208K 0.01%
3,709
+374
559
$208K 0.01%
+1,149
560
$207K 0.01%
4,474
+706
561
$207K 0.01%
1,866
-25,709
562
$205K 0.01%
+3,556
563
$205K 0.01%
9,143
-55,560
564
$203K 0.01%
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565
$203K 0.01%
+3,348
566
$203K 0.01%
1,164
-64
567
$202K 0.01%
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568
$202K 0.01%
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569
$201K 0.01%
4,025
-178
570
$201K 0.01%
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571
$201K 0.01%
+1,848
572
$174K 0.01%
15,665
-8,758
573
$172K 0.01%
23,625
+1,097
574
$140K 0.01%
16,300
575
$135K 0.01%
11,000
21 22
23
24 25