VFG

Victory Financial Group Portfolio holdings

AUM $727M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$521M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$14.7M
3
+$10.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.91M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$7.46M

Top Sells

1
+$5.54M
2
+$1.51M
3
+$1.35M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.13M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$778K

Sector Composition

1 Technology 4.95%
2 Financials 1.42%
3 Consumer Discretionary 1.34%
4 Communication Services 1.33%
5 Energy 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$239K 0.05%
+632
152
$236K 0.05%
6,749
+418
153
$236K 0.05%
+1,374
154
$234K 0.04%
+2,366
155
$233K 0.04%
2,394
+161
156
$231K 0.04%
+2,511
157
$230K 0.04%
+5,382
158
$230K 0.04%
+1,535
159
$229K 0.04%
+1,883
160
$228K 0.04%
283
+50
161
$227K 0.04%
+742
162
$222K 0.04%
+477
163
$218K 0.04%
2,495
-435
164
$215K 0.04%
401
-15
165
$214K 0.04%
4,891
-817
166
$212K 0.04%
+2,095
167
$211K 0.04%
+2,679
168
$210K 0.04%
+1,217
169
$209K 0.04%
5,211
-135
170
$207K 0.04%
+1,558
171
$207K 0.04%
+5,139
172
$206K 0.04%
388
+25
173
$205K 0.04%
+2,673
174
$205K 0.04%
+2,147
175
$204K 0.04%
752
+95
4 5 6
7
8