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
$214M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$4.42M
3
+$3.35M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.17M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.65M

Top Sells

1
+$632K
2
+$365K
3
+$238K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$212K
5
VB icon
Vanguard Small-Cap ETF
VB
+$161K

Sector Composition

1 Technology 6.12%
2 Consumer Discretionary 1.1%
3 Communication Services 0.67%
4 Financials 0.66%
5 Materials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$88.6K 0.04%
12,023
77
$8.77K ﹤0.01%
60,000
78
$3.17K ﹤0.01%
+308
79
– –
-11,073
80
– –
-7,821
1 2 3
4