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
201
$25K 0.01%
250
202
$25K 0.01%
300
203
$25K 0.01%
400
204
$24K 0.01%
5,000
+3,000
205
$24K 0.01%
235
206
$24K 0.01%
552
207
$24K 0.01%
400
208
$24K 0.01%
208
209
$24K 0.01%
141
210
$24K 0.01%
113
211
$24K 0.01%
715
212
$23K 0.01%
1,104
213
$22K 0.01%
419
214
$21K 0.01%
1,156
215
$21K 0.01%
848
216
$21K 0.01%
213
217
$21K 0.01%
1,160
218
$21K 0.01%
2,132
219
$21K 0.01%
1,200
220
$20K 0.01%
1,006
221
$20K 0.01%
373
222
$20K 0.01%
400
223
$19K 0.01%
184
224
$19K 0.01%
290
225
$18K 0.01%
142
-498
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