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
$131M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.29M
3
+$1.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$1.42M

Top Sells

1
+$4.88M
2
+$2.21M
3
+$2.2M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.13M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.63M

Sector Composition

1 Technology 6.59%
2 Financials 2.74%
3 Communication Services 2.38%
4 Consumer Discretionary 2.31%
5 Industrials 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K 0.01%
+333
302
$8K 0.01%
+42
303
$8K 0.01%
139
+138
304
$8K 0.01%
46
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305
$8K 0.01%
45
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$8K 0.01%
+46
307
$8K 0.01%
52
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308
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+170
309
$7K 0.01%
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310
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311
$7K 0.01%
21
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312
$7K 0.01%
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313
$7K 0.01%
+54
314
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+62
315
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+29
316
$7K 0.01%
17
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317
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26
318
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319
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34
320
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70
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321
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160
322
$7K 0.01%
75
323
$6K ﹤0.01%
155
324
$6K ﹤0.01%
125
325
$6K ﹤0.01%
32
11 12
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14 15