VF

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

Top Buys

1 +$1.77M
2 +$1.73M
3 +$1.01M
4
CLSK icon
CleanSpark
CLSK
+$1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$917K

Top Sells

1 +$779K
2 +$682K
3 +$568K
4
ALB icon
Albemarle
ALB
+$551K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$440K

Sector Composition

1 Technology 9.13%
2 Financials 4.14%
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
SHOP icon
376
Shopify
SHOP
$161B
$2.4K ﹤0.01%
30
-20
DJT icon
377
Trump Media & Technology Group
DJT
$2.53B
$2.39K ﹤0.01%
149
MILN
378
Global X Millennial Consumer ETF
MILN
$92.3M
$2.31K ﹤0.01%
55
NBIX icon
379
Neurocrine Biosciences
NBIX
$13.1B
$2.3K ﹤0.01%
20
-39
ADI icon
380
Analog Devices
ADI
$151B
$2.3K ﹤0.01%
10
FMC icon
381
FMC
FMC
$1.82B
$2.18K ﹤0.01%
+33
F icon
382
Ford
F
$47B
$2.1K ﹤0.01%
199
-91
BITO icon
383
ProShares Bitcoin Strategy ETF
BITO
$1.82B
$2.05K ﹤0.01%
107
+5
WBD icon
384
Warner Bros
WBD
$67.9B
$2.03K ﹤0.01%
246
SCS
385
DELISTED
Steelcase
SCS
$2.01K ﹤0.01%
149
-301
CWB icon
386
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.28B
$1.99K ﹤0.01%
26
MAR icon
387
Marriott International
MAR
$85.5B
$1.99K ﹤0.01%
8
-84
IDA icon
388
Idacorp
IDA
$7.68B
$1.96K ﹤0.01%
19
VYM icon
389
Vanguard High Dividend Yield ETF
VYM
$71.7B
$1.94K ﹤0.01%
+15
SPMO icon
390
Invesco S&P 500 Momentum ETF
SPMO
$13.2B
$1.81K ﹤0.01%
20
EETH icon
391
ProShares Ether Strategy ETF
EETH
$65.1M
$1.78K ﹤0.01%
34
-3,029
KD icon
392
Kyndryl
KD
$2.8B
$1.72K ﹤0.01%
75
INTC icon
393
Intel
INTC
$225B
$1.71K ﹤0.01%
73
+1
GE icon
394
GE Aerospace
GE
$316B
$1.7K ﹤0.01%
9
-2,031
PFIX icon
395
Simplify Interest Rate Hedge ETF
PFIX
$167M
$1.65K ﹤0.01%
40
-1,677
IDR icon
396
Idaho Strategic Resources
IDR
$475M
$1.61K ﹤0.01%
100
SPLV icon
397
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
$1.58K ﹤0.01%
22
FSLR icon
398
First Solar
FSLR
$21.2B
$1.5K ﹤0.01%
6
-1,273
PFE icon
399
Pfizer
PFE
$155B
$1.48K ﹤0.01%
51
-1
CTVA icon
400
Corteva
CTVA
$53.4B
$1.47K ﹤0.01%
25
-6,413