VRM

Vectors Research Management Portfolio holdings

AUM $292M
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.85M
3
+$1.63M
4
KBE icon
SPDR S&P Bank ETF
KBE
+$1.47M
5
D icon
Dominion Energy
D
+$957K

Top Sells

1
+$2.91M
2
+$2.41M
3
+$1.43M
4
BKT icon
BlackRock Income Trust
BKT
+$1.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$957K

Sector Composition

1 Technology 8.72%
2 Healthcare 5.02%
3 Energy 4.65%
4 Utilities 4.39%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 0.85%
4,589
-236
27
$3.2M 0.82%
60,466
-2,022
28
$3.16M 0.82%
56,581
+17,124
29
$3.13M 0.81%
24,056
-233
30
$3.08M 0.79%
27,962
+839
31
$2.99M 0.77%
43,028
-4,398
32
$2.95M 0.76%
58,460
-1,482
33
$2.92M 0.75%
59,322
-591
34
$2.9M 0.75%
39,058
-582
35
$2.89M 0.75%
37,499
-1,096
36
$2.83M 0.73%
29,361
-2,914
37
$2.69M 0.69%
213,636
-103,576
38
$2.67M 0.69%
29,305
-1,268
39
$2.66M 0.69%
9,022
-81
40
$2.52M 0.65%
27,101
41
$2.42M 0.62%
24,413
+74
42
$2.28M 0.59%
25,542
-236
43
$2.21M 0.57%
7,545
-64
44
$2.21M 0.57%
22,980
+374
45
$2.09M 0.54%
119,592
+5,051
46
$2.08M 0.54%
21,199
47
$2.07M 0.53%
69,196
+1,691
48
$2.05M 0.53%
24,015
-251
49
$2.02M 0.52%
18,997
-213
50
$2.01M 0.52%
20,401
-258
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