VFM

Viking Fund Management Portfolio holdings

AUM $827M
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$694M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.75M
3
+$6.1M
4
EVRG icon
Evergy
EVRG
+$5.52M
5
AFG icon
American Financial Group
AFG
+$5.38M

Top Sells

1
+$5.13M
2
+$4.41M
3
+$4.19M
4
PM icon
Philip Morris
PM
+$4.13M
5
BCE icon
BCE
BCE
+$3.44M

Sector Composition

1 Energy 21.47%
2 Technology 16.68%
3 Financials 13.81%
4 Utilities 13.16%
5 Consumer Staples 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.02M 1.3%
39,000
27
$8.98M 1.29%
100,000
28
$8.96M 1.29%
310,000
+20,000
29
$8.52M 1.23%
9,000
-3,000
30
$7.84M 1.13%
200,000
-6,000
31
$7.82M 1.13%
630,000
+410,000
32
$7.78M 1.12%
107,000
33
$7.67M 1.11%
26,000
34
$7.51M 1.08%
180,000
35
$7.46M 1.08%
47,000
-26,000
36
$7.37M 1.06%
41,000
37
$7.04M 1.02%
65,000
38
$6.7M 0.97%
15,000
+3,000
39
$6.63M 0.96%
43,000
40
$6.63M 0.96%
25,000
-1,400
41
$6.55M 0.94%
55,000
42
$6.52M 0.94%
157,500
43
$6.27M 0.9%
57,000
+17,000
44
$6.26M 0.9%
60,000
+10,000
45
$6.25M 0.9%
20,000
46
$5.95M 0.86%
50,000
-10,000
47
$5.8M 0.84%
132,000
48
$5.73M 0.83%
80,000
+30,000
49
$5.7M 0.82%
70,000
50
$5.66M 0.82%
140,000
1
2
3 4 5