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
$125M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.13M
3
+$1.4M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$1.23M
5
DIS icon
Walt Disney
DIS
+$691K

Top Sells

1
+$2.24M
2
+$1.81M
3
+$1.28M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.25M
5
PSQ icon
ProShares Short QQQ
PSQ
+$943K

Sector Composition

1 Technology 5.35%
2 Consumer Discretionary 2.53%
3 Healthcare 2.31%
4 Financials 2.25%
5 Communication Services 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.02%
1,000
+250
227
$20K 0.02%
+291
228
$20K 0.02%
833
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229
$20K 0.02%
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230
$19K 0.02%
170
231
$19K 0.02%
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232
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442
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233
$18K 0.01%
166
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234
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236
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177
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237
$17K 0.01%
170
238
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231
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239
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466
240
$17K 0.01%
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241
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135
242
$17K 0.01%
777
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243
$17K 0.01%
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244
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259
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$16K 0.01%
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247
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292
248
$15K 0.01%
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249
$15K 0.01%
31
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250
$15K 0.01%
91
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10
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