VFG

Victory Financial Group Portfolio holdings

AUM $630M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$21.3M
3
+$12.3M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$11.7M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.59%
2 Financials 1.37%
3 Consumer Discretionary 0.87%
4 Communication Services 0.57%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$983K 0.66%
+4,608
27
$915K 0.62%
+9,758
28
$867K 0.59%
+8,328
29
$835K 0.56%
+11,865
30
$793K 0.54%
+5,217
31
$732K 0.49%
+2,414
32
$606K 0.41%
+3,018
33
$585K 0.4%
+8,337
34
$573K 0.39%
+2,202
35
$567K 0.38%
+6,727
36
$565K 0.38%
+7,686
37
$562K 0.38%
+1,183
38
$543K 0.37%
+3,890
39
$497K 0.34%
+2,002
40
$479K 0.32%
+3,254
41
$446K 0.3%
+14,727
42
$385K 0.26%
+4,087
43
$379K 0.26%
+7,650
44
$372K 0.25%
+11,863
45
$326K 0.22%
+3,100
46
$299K 0.2%
+846
47
$286K 0.19%
+5,660
48
$275K 0.19%
+3,544
49
$271K 0.18%
+6,752
50
$271K 0.18%
+559
1
2
3