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
$179M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$6.26M
3
+$5.11M
4
GLD icon
SPDR Gold Trust
GLD
+$4.57M
5
SH icon
ProShares Short S&P500
SH
+$3.81M

Top Sells

1
+$9.16M
2
+$7.26M
3
+$6.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.1M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$5.84M

Sector Composition

1 Technology 2.94%
2 Energy 2.83%
3 Consumer Discretionary 1.48%
4 Industrials 1.25%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+22
377
$1K ﹤0.01%
+10
378
$1K ﹤0.01%
11
-2,138
379
$1K ﹤0.01%
+14
380
$1K ﹤0.01%
+18
381
$1K ﹤0.01%
2
382
$1K ﹤0.01%
+4
383
$1K ﹤0.01%
+10
384
$1K ﹤0.01%
100
+68
385
$1K ﹤0.01%
+100
386
$1K ﹤0.01%
80
+66
387
$1K ﹤0.01%
+2
388
$1K ﹤0.01%
32
-13,820
389
$1K ﹤0.01%
+13
390
$1K ﹤0.01%
+10
391
$1K ﹤0.01%
+9
392
$1K ﹤0.01%
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393
$1K ﹤0.01%
22
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394
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6
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395
$1K ﹤0.01%
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$1K ﹤0.01%
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397
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398
$1K ﹤0.01%
+19
399
$1K ﹤0.01%
+9
400
$1K ﹤0.01%
50
14 15
16
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