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

Top Buys

1
+$52.5M
2
+$4.93M
3
+$4.91M
4
GLD icon
SPDR Gold Trust
GLD
+$4.59M
5
SH icon
ProShares Short S&P500
SH
+$3.75M

Top Sells

1
+$9.2M
2
+$7.26M
3
+$6.39M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$6.17M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.92M

Sector Composition

1 Technology 2.93%
2 Energy 2.83%
3 Consumer Discretionary 1.48%
4 Industrials 1.27%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
+14
402
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+18
403
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2
404
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+4
405
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+10
406
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100
+68
407
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+100
408
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80
+66
409
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+2
410
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32
-13,820
411
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+13
412
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+10
413
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+9
414
$1K ﹤0.01%
+44
415
$1K ﹤0.01%
22
-14,498
416
$1K ﹤0.01%
6
-1
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$1K ﹤0.01%
+6
418
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+64
419
$1K ﹤0.01%
+2
420
$1K ﹤0.01%
+19
421
$1K ﹤0.01%
+9
422
$1K ﹤0.01%
50
423
$1K ﹤0.01%
7
-50
424
$1K ﹤0.01%
13
-17
425
$1K ﹤0.01%
+44
15 16
17
18 19