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
$553M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$5.5M
2 +$3.21M
3 +$2.75M
4
NEE icon
NextEra Energy
NEE
+$2.68M
5
CMS icon
CMS Energy
CMS
+$2.65M

Top Sells

1 +$6.3M
2 +$4.51M
3 +$4.11M
4
TRGP icon
Targa Resources
TRGP
+$3.92M
5
NFE icon
New Fortress Energy
NFE
+$3.7M

Sector Composition

1 Energy 24.74%
2 Technology 16.8%
3 Financials 13.29%
4 Consumer Staples 11.37%
5 Utilities 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,000
127
-28,000
128
-98,000
129
-110