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
151
$60K 0.03%
165
+25
152
$60K 0.03%
847
153
$59K 0.03%
8,515
-2
154
$57K 0.03%
500
155
$54K 0.03%
135
+10
156
$53K 0.03%
387
157
$52K 0.03%
317
158
$52K 0.03%
+1,055
159
$52K 0.03%
938
+5
160
$51K 0.03%
300
161
$51K 0.03%
1,390
+190
162
$51K 0.03%
585
163
$50K 0.03%
+455
164
$48K 0.03%
600
165
$48K 0.03%
275
166
$48K 0.03%
4,427
167
$47K 0.03%
250
168
$47K 0.03%
850
169
$45K 0.02%
551
170
$45K 0.02%
843
171
$45K 0.02%
1,500
172
$44K 0.02%
475
173
$44K 0.02%
320
174
$43K 0.02%
275
-48
175
$43K 0.02%
778
-17
5 6
7
8 9