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
51
$1.92M 0.49%
6,700
-75
52
$1.91M 0.49%
61,056
-172
53
$1.86M 0.48%
24,427
-2,550
54
$1.85M 0.48%
11,111
+21
55
$1.76M 0.45%
14,376
+3,765
56
$1.74M 0.45%
22,240
57
$1.72M 0.44%
8,606
-219
58
$1.71M 0.44%
14,755
-214
59
$1.71M 0.44%
10,835
+65
60
$1.58M 0.41%
31,690
-765
61
$1.56M 0.4%
41,162
-271
62
$1.53M 0.4%
4,466
-200
63
$1.52M 0.39%
8,650
-123
64
$1.43M 0.37%
3,024
65
$1.41M 0.36%
2,050
-21
66
$1.35M 0.35%
16,928
+136
67
$1.31M 0.34%
47,190
-25,900
68
$1.28M 0.33%
58,830
+24,543
69
$1.22M 0.32%
5,994
-1,428
70
$1.2M 0.31%
6,425
71
$1.16M 0.3%
30,760
-211
72
$1.14M 0.29%
22,499
+9,254
73
$1.02M 0.26%
46,014
-4,096
74
$1.01M 0.26%
6,525
-262
75
$1.01M 0.26%
2,286
+84
1 2
3
4 5