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
SHOP icon
376
Shopify
SHOP
$214B
$2.4K ﹤0.01%
30
-20
DJT icon
377
Trump Media & Technology Group
DJT
$3.05B
$2.39K ﹤0.01%
149
MILN icon
378
Global X Millennial Consumer ETF
MILN
$112M
$2.31K ﹤0.01%
55
NBIX icon
379
Neurocrine Biosciences
NBIX
$15.4B
$2.3K ﹤0.01%
20
-39
ADI icon
380
Analog Devices
ADI
$139B
$2.3K ﹤0.01%
10
FMC icon
381
FMC
FMC
$1.71B
$2.18K ﹤0.01%
+33
F icon
382
Ford
F
$54.3B
$2.1K ﹤0.01%
199
-91
BITO icon
383
ProShares Bitcoin Strategy ETF
BITO
$2.41B
$2.05K ﹤0.01%
107
+5
WBD icon
384
Warner Bros
WBD
$73.1B
$2.03K ﹤0.01%
246
SCS icon
385
Steelcase
SCS
$2.01K ﹤0.01%
149
-301
CWB icon
386
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.74B
$1.99K ﹤0.01%
26
MAR icon
387
Marriott International
MAR
$79.6B
$1.99K ﹤0.01%
8
-84
IDA icon
388
Idacorp
IDA
$6.8B
$1.96K ﹤0.01%
19
VYM icon
389
Vanguard High Dividend Yield ETF
VYM
$69.9B
$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
$72.5M
$1.78K ﹤0.01%
34
-3,029
KD icon
392
Kyndryl
KD
$6.21B
$1.72K ﹤0.01%
75
INTC icon
393
Intel
INTC
$188B
$1.71K ﹤0.01%
73
+1
GE icon
394
GE Aerospace
GE
$304B
$1.7K ﹤0.01%
9
-2,031
PFIX icon
395
Simplify Interest Rate Hedge ETF
PFIX
$158M
$1.65K ﹤0.01%
40
-1,677
IDR icon
396
Idaho Strategic Resources
IDR
$677M
$1.61K ﹤0.01%
100
SPLV icon
397
Invesco S&P 500 Low Volatility ETF
SPLV
$7.49B
$1.58K ﹤0.01%
22
FSLR icon
398
First Solar
FSLR
$29.3B
$1.5K ﹤0.01%
6
-1,273
PFE icon
399
Pfizer
PFE
$147B
$1.48K ﹤0.01%
51
-1
CTVA icon
400
Corteva
CTVA
$44.6B
$1.47K ﹤0.01%
25
-6,413