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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
376
$2K ﹤0.01%
26
-57
377
$2K ﹤0.01%
37
-8,471
378
$2K ﹤0.01%
+11
379
$2K ﹤0.01%
+31
380
$2K ﹤0.01%
+97
381
$2K ﹤0.01%
13
-60
382
$2K ﹤0.01%
+85
383
$2K ﹤0.01%
+14
384
$2K ﹤0.01%
86
-44
385
$2K ﹤0.01%
+12
386
$2K ﹤0.01%
+35
387
$2K ﹤0.01%
120
+40
388
$2K ﹤0.01%
+36
389
$2K ﹤0.01%
+52
390
$2K ﹤0.01%
+10
391
$2K ﹤0.01%
10
392
$2K ﹤0.01%
9
-144
393
$2K ﹤0.01%
+11
394
$2K ﹤0.01%
+166
395
$2K ﹤0.01%
246
-52
396
$2K ﹤0.01%
+124
397
$2K ﹤0.01%
+14
398
$2K ﹤0.01%
67
-34
399
$1K ﹤0.01%
22
400
$1K ﹤0.01%
+3
14 15
16
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