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
$125M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$2.27M
3 +$1.42M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$1.31M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$758K

Sector Composition

1 Technology 5.01%
2 Consumer Discretionary 2.53%
3 Healthcare 2.31%
4 Financials 2.25%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$7K 0.01%
+90
302
$7K 0.01%
+170
303
$7K 0.01%
+136
304
$7K 0.01%
+235
305
$7K 0.01%
90
-37
306
$7K 0.01%
+100
307
$7K 0.01%
+36
308
$7K 0.01%
+66
309
$7K 0.01%
+39
310
$7K 0.01%
+357
311
$7K 0.01%
+348
312
$7K 0.01%
+38
313
$7K 0.01%
+383
314
$7K 0.01%
26
+2
315
$7K 0.01%
+37
316
$7K 0.01%
+46
317
$7K 0.01%
34
+22
318
$7K 0.01%
+58
319
$7K 0.01%
+36
320
$7K 0.01%
+60
321
$7K 0.01%
+818
322
$7K 0.01%
+202
323
$6K ﹤0.01%
102
324
$6K ﹤0.01%
155
325
$6K ﹤0.01%
160