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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
$118M
AUM Growth
-$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$5.96M
3
+$4.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.96M
5
CLOI icon
VanEck CLO ETF
CLOI
+$3.88M

Top Sells

1
+$46.4M
2
+$3.65M
3
+$3.28M
4
OXY icon
Occidental Petroleum
OXY
+$2.57M
5
PSQ icon
ProShares Short QQQ
PSQ
+$2.48M

Sector Composition

1 Technology 5.69%
2 Financials 2.29%
3 Healthcare 1.48%
4 Consumer Staples 1.39%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
13
352
$2K ﹤0.01%
211
353
$2K ﹤0.01%
+5
354
$2K ﹤0.01%
25
355
$2K ﹤0.01%
20
-90
356
$2K ﹤0.01%
+86
357
$2K ﹤0.01%
+27
358
$2K ﹤0.01%
10
359
$2K ﹤0.01%
+95
360
$2K ﹤0.01%
34
-15
361
$2K ﹤0.01%
78
-705
362
$2K ﹤0.01%
+17
363
$2K ﹤0.01%
50
-50
364
$2K ﹤0.01%
+50
365
$2K ﹤0.01%
+236
366
$2K ﹤0.01%
70
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+30
368
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200
369
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+370
370
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110
+25
371
$2K ﹤0.01%
+21
372
$2K ﹤0.01%
+5
373
$2K ﹤0.01%
20
374
$2K ﹤0.01%
155
+123
375
$2K ﹤0.01%
19
+9
13 14
15
16 17