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
$558M
AUM Growth
+$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$8.94M
2 +$6.25M
3 +$5.63M
4
PAYX icon
Paychex
PAYX
+$4.62M
5
SBUX icon
Starbucks
SBUX
+$4.2M

Top Sells

1 +$8.07M
2 +$4.78M
3 +$3.84M
4
TPL icon
Texas Pacific Land
TPL
+$3.67M
5
RIO icon
Rio Tinto
RIO
+$3.3M

Sector Composition

1 Energy 23.48%
2 Technology 20.23%
3 Consumer Staples 11.19%
4 Financials 11.12%
5 Utilities 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$323 ﹤0.01%
3
-375
127
-17,000
128
-18,000
129
-7,000
130
-14,000