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
251
$15K 0.01%
+650
252
$15K 0.01%
85
+5
253
$15K 0.01%
39
254
$15K 0.01%
375
255
$14K 0.01%
291
-254
256
$14K 0.01%
305
257
$14K 0.01%
+105
258
$14K 0.01%
40
259
$14K 0.01%
58
260
$14K 0.01%
+418
261
$13K 0.01%
143
262
$13K 0.01%
50
263
$13K 0.01%
+675
264
$13K 0.01%
262
-95
265
$13K 0.01%
+407
266
$13K 0.01%
458
-79
267
$12K 0.01%
+50
268
$12K 0.01%
1,401
269
$12K 0.01%
443
270
$12K 0.01%
95
-75
271
$12K 0.01%
126
+125
272
$11K 0.01%
87
-25
273
$11K 0.01%
+354
274
$11K 0.01%
+332
275
$11K 0.01%
400
9 10
11
12 13