VRM

Vectors Research Management Portfolio holdings

AUM $342M
1-Year Est. Return 19.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.39M
4
WFC icon
Wells Fargo
WFC
+$1.32M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.32M

Top Sells

1
+$4.73M
2
+$2.21M
3
+$701K
4
NVDA icon
NVIDIA
NVDA
+$557K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$370K

Sector Composition

1 Technology 17.1%
2 Industrials 7.51%
3 Financials 6.79%
4 Energy 5.37%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.6%
+7,824
52
$1.81M 0.57%
12,768
+110
53
$1.8M 0.57%
11,108
+1,606
54
$1.8M 0.57%
23,784
+1,145
55
$1.76M 0.55%
5,289
+100
56
$1.62M 0.51%
+3,650
57
$1.62M 0.51%
2,658
+35
58
$1.57M 0.49%
3,136
+287
59
$1.55M 0.49%
6,158
+48
60
$1.49M 0.47%
15,293
+3,912
61
$1.4M 0.44%
+12,887
62
$1.37M 0.43%
+16,310
63
$1.35M 0.43%
14,768
+978
64
$1.35M 0.42%
+16,865
65
$1.3M 0.41%
45,900
+952
66
$1.28M 0.4%
3,449
+5
67
$1.25M 0.39%
39,880
68
$1.24M 0.39%
20,612
+1,487
69
$1.23M 0.39%
18,687
+316
70
$1.22M 0.38%
2,480
71
$1.19M 0.37%
7,645
-212
72
$1.15M 0.36%
6,250
73
$1.14M 0.36%
4,100
74
$1.13M 0.36%
5,850
75
$978K 0.31%
2,831
1 2
3
4 5