VF

VitalStone Financial Portfolio holdings

AUM $147M
1-Year Est. Return 27.75%
This Quarter Est. Return
1 Year Est. Return
+27.75%
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
+$52.7M
2
+$6.26M
3
+$5.11M
4
GLD icon
SPDR Gold Trust
GLD
+$4.57M
5
SH icon
ProShares Short S&P500
SH
+$3.81M

Top Sells

1
+$9.16M
2
+$7.26M
3
+$6.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.1M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$5.84M

Sector Composition

1 Technology 2.94%
2 Energy 2.83%
3 Consumer Discretionary 1.48%
4 Industrials 1.25%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
11
-14,747
277
$5K ﹤0.01%
+298
278
$5K ﹤0.01%
+72
279
$4K ﹤0.01%
13
+8
280
$4K ﹤0.01%
+546
281
$4K ﹤0.01%
1,015
+680
282
$4K ﹤0.01%
375
-877
283
$4K ﹤0.01%
+55
284
$4K ﹤0.01%
+187
285
$4K ﹤0.01%
+90
286
$4K ﹤0.01%
+78
287
$4K ﹤0.01%
346
-37
288
$4K ﹤0.01%
212
289
$4K ﹤0.01%
+13
290
$4K ﹤0.01%
100
+50
291
$4K ﹤0.01%
53
+19
292
$4K ﹤0.01%
100
+95
293
$4K ﹤0.01%
19
294
$4K ﹤0.01%
150
+75
295
$3K ﹤0.01%
49
+19
296
$3K ﹤0.01%
132
+75
297
$3K ﹤0.01%
+68
298
$3K ﹤0.01%
+37
299
$3K ﹤0.01%
8
300
$3K ﹤0.01%
+26
10 11
12
13 14