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
51
$268K 0.18%
+2,604
52
$253K 0.17%
+5,434
53
$245K 0.17%
+6,519
54
$245K 0.17%
+3,137
55
$237K 0.16%
+4,580
56
$228K 0.15%
+2,277
57
$225K 0.15%
+2,774
58
$221K 0.15%
+6,518
59
$220K 0.15%
+378
60
$214K 0.14%
+12,023
61
$200K 0.14%
+428
62
$192K 0.13%
+12,000
63
$109K 0.07%
+19,310
1 2
3