VF
VitalStone Financial Portfolio holdings
AUM
$147M
1-Year Return
27.75%
This Quarter Return
+9.92%
1 Year Return
+27.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$5.86M
(+4.7%)
Cap. Flow
-$1.01M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
44.3%
Holding
640
New
89
Increased
111
Reduced
140
Closed
107
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.54M |
| 2 |
Vanguard Growth ETF
VUG
|
$2.29M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.99M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.81M |
| 5 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
$1.42M |
Top Sells
Sector Composition
| 1 | Technology | 6.59% |
| 2 | Financials | 2.74% |
| 3 | Communication Services | 2.38% |
| 4 | Consumer Discretionary | 2.31% |
| 5 | Industrials | 1.52% |
