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VA

VestGen Advisors Portfolio holdings

AUM $3.57B
1-Year Est. Return 26.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.06%
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
576
$132K 0.01%
11,481
-121,056
577
$92K ﹤0.01%
+16,000
578
$34.4K ﹤0.01%
12,500
579
$8.66K ﹤0.01%
615
580
– –
-1,967
581
– –
-6,284
582
– –
-685
583
– –
-15,955
584
– –
-2,768
585
– –
-76,557
586
– –
-6,524
587
– –
-6,860
588
– –
-1,845
589
– –
-2,078
590
– –
-11,016
591
– –
-4,175
592
– –
-33,531
593
– –
-1,875
594
– –
-2,481
595
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-1,981
596
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-11,834
597
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-2,168
598
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-2,907
599
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-24,151
600
– –
-12,675
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