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
51
$5.52M 0.8%
+80,000
52
$5.47M 0.79%
22,000
-200
53
$5.38M 0.78%
+41,000
54
$5.26M 0.76%
15,000
55
$5.21M 0.75%
26,000
56
$4.93M 0.71%
70,000
+27,000
57
$4.66M 0.67%
21,000
58
$4.63M 0.67%
104,500
59
$4.42M 0.64%
24,000
+4,000
60
$4.27M 0.62%
80,000
-30,000
61
$4.23M 0.61%
32,000
62
$4.22M 0.61%
17,000
63
$4.1M 0.59%
45,000
64
$4.08M 0.59%
6,000
65
$3.92M 0.57%
40,000
-45,000
66
$3.84M 0.55%
7,000
67
$3.71M 0.53%
11,000
68
$3.6M 0.52%
90,000
-1,400
69
$3.55M 0.51%
55,000
70
$3.41M 0.49%
29,000
+10,000
71
$3.34M 0.48%
80,000
72
$3.2M 0.46%
20,000
73
$3.07M 0.44%
5,000
74
$3.07M 0.44%
18,000
75
$3.05M 0.44%
32,000
+2,000
1 2
3
4 5