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
$286M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$1.65M
3
+$1.46M
4
BND icon
Vanguard Total Bond Market
BND
+$1.17M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.11M

Top Sells

1
+$8.48M
2
+$5.12M
3
+$2.73M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M

Sector Composition

1 Technology 13.54%
2 Energy 6.58%
3 Healthcare 6.41%
4 Industrials 6.11%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.14%
13,402
+3,904
27
$3.2M 1.12%
19,103
+1,502
28
$3.14M 1.1%
3,851
+450
29
$3.08M 1.08%
21,507
+2,930
30
$3M 1.05%
12,980
+435
31
$2.78M 0.97%
19,300
+45
32
$2.75M 0.96%
54,171
+14,437
33
$2.75M 0.96%
20,985
-5,447
34
$2.71M 0.95%
22,240
35
$2.64M 0.92%
42,702
-216
36
$2.5M 0.88%
20,529
+424
37
$2.5M 0.88%
22,915
+542
38
$2.5M 0.87%
6,811
-31
39
$2.48M 0.87%
26,926
+719
40
$2.14M 0.75%
38,186
+817
41
$2.13M 0.75%
7,821
+99
42
$2.08M 0.73%
25,485
-10,368
43
$2.05M 0.72%
11,451
+1,344
44
$1.98M 0.69%
13,556
-8,628
45
$1.95M 0.68%
1,969
-36
46
$1.77M 0.62%
14,027
+581
47
$1.72M 0.6%
12,931
+155
48
$1.66M 0.58%
24,542
+446
49
$1.64M 0.57%
23,188
+667
50
$1.54M 0.54%
5,961
+85
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