VFG

Victory Financial Group Portfolio holdings

AUM $795M
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
$630M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$7.8M
3
+$6.35M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.43M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.25M

Top Sells

1
+$3.75M
2
+$3.59M
3
+$1.33M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.32M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$903K

Sector Composition

1 Technology 6.79%
2 Financials 1.94%
3 Consumer Discretionary 1.82%
4 Communication Services 1.49%
5 Industrials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$278K 0.04%
718
+86
177
$273K 0.04%
9,499
-808
178
$271K 0.04%
+2,295
179
$268K 0.04%
3,856
+226
180
$266K 0.04%
744
-8
181
$263K 0.04%
+7,328
182
$263K 0.04%
5,582
+200
183
$263K 0.04%
+2,470
184
$260K 0.04%
+1,504
185
$256K 0.04%
2,609
+114
186
$256K 0.04%
+74,702
187
$256K 0.04%
2,061
+2
188
$255K 0.04%
509
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189
$252K 0.04%
2,680
-7,875
190
$249K 0.04%
+488
191
$247K 0.04%
+612
192
$245K 0.04%
4,679
-5,875
193
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194
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195
$244K 0.04%
5,303
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196
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197
$240K 0.04%
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198
$239K 0.04%
+451
199
$237K 0.04%
1,489
-424
200
$237K 0.04%
2,979
+300
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