VFM

Viking Fund Management Portfolio holdings

AUM $863M
1-Year Est. Return 20.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$3.94M
3
+$3.88M
4
LNT icon
Alliant Energy
LNT
+$3.29M
5
CLX icon
Clorox
CLX
+$2.97M

Top Sells

1
+$7.91M
2
+$6.6M
3
+$5.26M
4
HP icon
Helmerich & Payne
HP
+$5M
5
EOG icon
EOG Resources
EOG
+$4.62M

Sector Composition

1 Energy 21.36%
2 Consumer Staples 16.78%
3 Healthcare 13.69%
4 Utilities 13.62%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-80,000
127
– –
-35,000
128
– –
-102,000
129
– –
-57,500
130
– –
-20,000
131
– –
-60,000
2 3 4 5
6