VFM

Viking Fund Management Portfolio holdings

AUM $976M
1-Year Est. Return 32.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.86%
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
+$8.03M
2
+$6.42M
3
+$5.74M
4
PAYX icon
Paychex
PAYX
+$4.77M
5
SBUX icon
Starbucks
SBUX
+$4.4M

Top Sells

1
+$8.01M
2
+$4.53M
3
+$3.71M
4
RIO icon
Rio Tinto
RIO
+$3.4M
5
TPL icon
Texas Pacific Land
TPL
+$3.14M

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
-381
127
– –
-14,000
128
– –
-7,000
129
– –
-18,000
130
– –
-17,000
2 3 4 5
6