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
26
$1.62M 0.88%
41,810
+5
27
$1.57M 0.85%
10,010
+44
28
$1.5M 0.81%
26,420
29
$1.34M 0.73%
14,752
+676
30
$1.34M 0.73%
13,484
+1,755
31
$1.34M 0.73%
14,812
+8,197
32
$1.3M 0.7%
9,341
-296
33
$1.26M 0.68%
+6,818
34
$1.26M 0.68%
25,503
-770
35
$1.23M 0.66%
298,800
-40
36
$1.22M 0.66%
+22,327
37
$1.22M 0.66%
4,145
38
$1.2M 0.65%
48,147
+175
39
$1.18M 0.64%
22,240
40
$1.08M 0.58%
22,773
41
$1.02M 0.55%
40,460
-205
42
$1M 0.54%
8,045
43
$949K 0.51%
14,601
-1,857
44
$935K 0.51%
22,759
+2
45
$894K 0.48%
11,562
+3,895
46
$871K 0.47%
7,590
47
$781K 0.42%
9,415
-1
48
$754K 0.41%
8,849
49
$752K 0.41%
25,928
-195
50
$745K 0.4%
13,039
+551
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2
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