VRM

Vectors Research Management Portfolio holdings

AUM $317M
1-Year Est. Return 13.69%
This Quarter Est. Return
1 Year Est. Return
+13.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$1.75M
3
+$1.26M
4
CSCO icon
Cisco
CSCO
+$1.22M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.2M

Top Sells

1
+$3.94M
2
+$2.47M
3
+$1.31M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$805K

Sector Composition

1 Technology 10.21%
2 Financials 6.12%
3 Healthcare 4.43%
4 Consumer Staples 3.97%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10K 0.01%
149
277
$10K 0.01%
338
-168
278
$9K ﹤0.01%
+83
279
$9K ﹤0.01%
43
-25
280
$9K ﹤0.01%
9,000
281
$9K ﹤0.01%
110
282
$9K ﹤0.01%
306
+1
283
$9K ﹤0.01%
187
284
$9K ﹤0.01%
388
-8
285
$8K ﹤0.01%
165
286
$8K ﹤0.01%
820
287
$8K ﹤0.01%
200
288
$8K ﹤0.01%
178
289
$8K ﹤0.01%
67
290
$8K ﹤0.01%
462
291
$8K ﹤0.01%
+207
292
$8K ﹤0.01%
3,500
+1,000
293
$7K ﹤0.01%
15
-15
294
$7K ﹤0.01%
45
295
$7K ﹤0.01%
450
296
$7K ﹤0.01%
122
+1
297
$7K ﹤0.01%
169
-98
298
$7K ﹤0.01%
167
299
$7K ﹤0.01%
453
300
$7K ﹤0.01%
100
10 11
12
13 14