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
$147M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.73M
3
+$1.07M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$946K
5
CLSK icon
CleanSpark
CLSK
+$739K

Top Sells

1
+$797K
2
+$683K
3
+$589K
4
ALB icon
Albemarle
ALB
+$551K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$467K

Sector Composition

1 Technology 8.61%
2 Financials 4.65%
3 Consumer Discretionary 1.98%
4 Communication Services 1.89%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
351
Sysco
SYY
$35.5B
$3.04K ﹤0.01%
39
-1
CIBR icon
352
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.4B
$3.02K ﹤0.01%
51
+11
BR icon
353
Broadridge
BR
$27B
$3.01K ﹤0.01%
14
-1
CL icon
354
Colgate-Palmolive
CL
$62.3B
$3.01K ﹤0.01%
+29
TXRH icon
355
Texas Roadhouse
TXRH
$11.1B
$3K ﹤0.01%
+17
APH icon
356
Amphenol
APH
$170B
$3K ﹤0.01%
+46
GRMN icon
357
Garmin
GRMN
$40.5B
$2.99K ﹤0.01%
+17
X
358
DELISTED
US Steel
X
$2.97K ﹤0.01%
84
NTAP icon
359
NetApp
NTAP
$23.6B
$2.96K ﹤0.01%
24
-2,620
CMG icon
360
Chipotle Mexican Grill
CMG
$46.1B
$2.88K ﹤0.01%
50
-50
PPL icon
361
PPL Corp
PPL
$24.8B
$2.85K ﹤0.01%
86
EXPI icon
362
eXp World Holdings
EXPI
$1.68B
$2.82K ﹤0.01%
200
DKNG icon
363
DraftKings
DKNG
$17.4B
$2.74K ﹤0.01%
70
PYPL icon
364
PayPal
PYPL
$57.7B
$2.73K ﹤0.01%
35
COR icon
365
Cencora
COR
$66.8B
$2.7K ﹤0.01%
+12
CBOE icon
366
Cboe Global Markets
CBOE
$26.3B
$2.66K ﹤0.01%
13
ANF icon
367
Abercrombie & Fitch
ANF
$5.05B
$2.66K ﹤0.01%
19
-43
BDN
368
Brandywine Realty Trust
BDN
$523M
$2.65K ﹤0.01%
488
+15
BAC icon
369
Bank of America
BAC
$398B
$2.62K ﹤0.01%
66
STZ icon
370
Constellation Brands
STZ
$26B
$2.58K ﹤0.01%
10
PTCT icon
371
PTC Therapeutics
PTCT
$6.06B
$2.56K ﹤0.01%
69
-9,298
ABNB icon
372
Airbnb
ABNB
$77.6B
$2.54K ﹤0.01%
20
RL icon
373
Ralph Lauren
RL
$22.3B
$2.52K ﹤0.01%
13
LQD icon
374
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.3B
$2.49K ﹤0.01%
22
URI icon
375
United Rentals
URI
$53.1B
$2.43K ﹤0.01%
3
13 14
15
16 17