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
$138M
AUM Growth
+$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.06%
2 Financials 2.98%
3 Communication Services 2.1%
4 Consumer Discretionary 1.95%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GILD icon
226
Gilead Sciences
GILD
$179B
$19.8K 0.01%
288
+3
T icon
227
AT&T
T
$195B
$19.5K 0.01%
1,020
EMR icon
228
Emerson Electric
EMR
$74.5B
$18.7K 0.01%
170
DE icon
229
Deere & Co
DE
$155B
$18.7K 0.01%
50
+42
SPHQ icon
230
Invesco S&P 500 Quality ETF
SPHQ
$16B
$18.6K 0.01%
292
VGT icon
231
Vanguard Information Technology ETF
VGT
$110B
$17.9K 0.01%
31
MO icon
232
Altria Group
MO
$112B
$17.5K 0.01%
383
+8
SHYD icon
233
VanEck Short High Yield Muni ETF
SHYD
$416M
$17.4K 0.01%
777
HCMT icon
234
Direxion HCM Tactical Enhanced US ETF
HCMT
$545M
$17.1K 0.01%
502
+100
FE icon
235
FirstEnergy
FE
$29.6B
$17.1K 0.01%
446
+5
ABT icon
236
Abbott
ABT
$192B
$16.7K 0.01%
161
-5
SLV icon
237
iShares Silver Trust
SLV
$40.6B
$16.7K 0.01%
629
-2,721
ADP icon
238
Automatic Data Processing
ADP
$84.4B
$16.7K 0.01%
70
+12
QQQI icon
239
NEOS Nasdaq 100 High Income ETF
QQQI
$9.15B
$15.5K 0.01%
300
-355
DIA icon
240
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.6B
$15.3K 0.01%
39
DELL icon
241
Dell
DELL
$101B
$15.2K 0.01%
110
+20
FXL icon
242
First Trust Technology AlphaDEX Fund
FXL
$1.34B
$15.1K 0.01%
111
SHEL icon
243
Shell
SHEL
$259B
$14.8K 0.01%
205
KWEB icon
244
KraneShares CSI China Internet ETF
KWEB
$6.72B
$14.7K 0.01%
543
-10,269
VMC icon
245
Vulcan Materials
VMC
$34.7B
$14.7K 0.01%
59
-28
WPC icon
246
W.P. Carey
WPC
$16.1B
$14.5K 0.01%
263
+4
SMH icon
247
VanEck Semiconductor ETF
SMH
$45B
$14.3K 0.01%
55
+45
GLDM icon
248
SPDR Gold MiniShares Trust
GLDM
$32.1B
$13.8K 0.01%
300
ET icon
249
Energy Transfer Partners
ET
$64.6B
$13.8K 0.01%
850
COIN icon
250
Coinbase
COIN
$55.5B
$13.3K 0.01%
60
-15