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
301
$3K ﹤0.01%
+26
302
$3K ﹤0.01%
200
303
$3K ﹤0.01%
+20
304
$3K ﹤0.01%
+34
305
$3K ﹤0.01%
204
306
$3K ﹤0.01%
+152
307
$3K ﹤0.01%
130
+44
308
$3K ﹤0.01%
23
-4,880
309
$3K ﹤0.01%
23
+7
310
$3K ﹤0.01%
85
+54
311
$2K ﹤0.01%
25
-103
312
$2K ﹤0.01%
+27
313
$2K ﹤0.01%
+33
314
$2K ﹤0.01%
+25
315
$2K ﹤0.01%
10
316
$2K ﹤0.01%
+22
317
$2K ﹤0.01%
+7
318
$2K ﹤0.01%
+70
319
$2K ﹤0.01%
210
-2,808
320
$2K ﹤0.01%
+106
321
$2K ﹤0.01%
105
-19
322
$2K ﹤0.01%
40
-55
323
$2K ﹤0.01%
+13
324
$2K ﹤0.01%
211
325
$2K ﹤0.01%
23
-26
11 12
13
14 15