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
126
$119K 0.06%
1,309
127
$113K 0.06%
1,360
-174
128
$109K 0.06%
3,121
129
$109K 0.06%
2,089
-178
130
$108K 0.06%
2,067
131
$101K 0.05%
1,989
132
$99K 0.05%
1,566
133
$97K 0.05%
4,500
134
$92K 0.05%
1,700
135
$91K 0.05%
1,192
136
$89K 0.05%
1,329
+5
137
$88K 0.05%
1,200
138
$84K 0.05%
1,226
139
$83K 0.04%
5,850
140
$77K 0.04%
2,140
141
$77K 0.04%
980
142
$74K 0.04%
423
143
$72K 0.04%
2,282
-1,143
144
$72K 0.04%
1,100
145
$70K 0.04%
3,951
146
$70K 0.04%
2,120
147
$66K 0.04%
851
148
$66K 0.04%
400
149
$65K 0.04%
327
-60
150
$61K 0.03%
1,666
4 5
6
7 8