VF

VitalStone Financial Portfolio holdings

AUM $147M
1-Year Est. Return 27.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$4.93M
3
+$4.91M
4
GLD icon
SPDR Gold Trust
GLD
+$4.59M
5
SH icon
ProShares Short S&P500
SH
+$3.75M

Top Sells

1
+$9.2M
2
+$7.26M
3
+$6.39M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$6.17M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.92M

Sector Composition

1 Technology 2.93%
2 Energy 2.83%
3 Consumer Discretionary 1.48%
4 Industrials 1.27%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10K 0.01%
166
-13,465
227
$10K 0.01%
137
+56
228
$9K 0.01%
138
-15,089
229
$9K 0.01%
13
230
$9K 0.01%
251
-34
231
$9K 0.01%
24
+9
232
$9K 0.01%
415
-278
233
$9K 0.01%
137
+26
234
$9K 0.01%
143
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235
$9K 0.01%
17
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236
$9K 0.01%
56
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237
$9K 0.01%
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238
$8K ﹤0.01%
88
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239
$8K ﹤0.01%
+83
240
$8K ﹤0.01%
320
+151
241
$8K ﹤0.01%
+168
242
$8K ﹤0.01%
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243
$8K ﹤0.01%
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244
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104
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245
$8K ﹤0.01%
110
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246
$8K ﹤0.01%
135
-132
247
$7K ﹤0.01%
+160
248
$7K ﹤0.01%
31
+27
249
$7K ﹤0.01%
78
250
$7K ﹤0.01%
+138
8 9
10
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