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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
$138M
AUM Growth
+$7.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.12M
3
+$821K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$768K
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$728K

Top Sells

1
+$1.63M
2
+$1.56M
3
+$1.23M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$997K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$828K

Sector Composition

1 Technology 9.06%
2 Financials 2.98%
3 Communication Services 2.1%
4 Consumer Discretionary 1.95%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQE icon
426
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.37B
$887 ﹤0.01%
10
FLNC icon
427
Fluence Energy
FLNC
$3.09B
$867 ﹤0.01%
50
NCLH icon
428
Norwegian Cruise Line
NCLH
$9.43B
$846 ﹤0.01%
45
IEO icon
429
iShares US Oil & Gas Exploration & Production ETF
IEO
$516M
$730 ﹤0.01%
7
TXG icon
430
10x Genomics
TXG
$4.17B
$700 ﹤0.01%
36
-29
USGO icon
431
US GoldMining
USGO
$107M
$634 ﹤0.01%
100
EFG icon
432
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$614 ﹤0.01%
6
GBIL icon
433
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.8B
$600 ﹤0.01%
+6
AG icon
434
First Majestic Silver
AG
$9.51B
$592 ﹤0.01%
100
TKO icon
435
TKO Group
TKO
$14.8B
$540 ﹤0.01%
5
NGVC icon
436
Vitamin Cottage Natural Grocers
NGVC
$703M
$530 ﹤0.01%
25
VLUE icon
437
iShares MSCI USA Value Factor ETF
VLUE
$14.5B
$517 ﹤0.01%
5
GFS icon
438
GlobalFoundries
GFS
$45.1B
$506 ﹤0.01%
10
VFH icon
439
Vanguard Financials ETF
VFH
$13B
$499 ﹤0.01%
5
CPRI icon
440
Capri Holdings
CPRI
$2.44B
$496 ﹤0.01%
15
NEE icon
441
NextEra Energy
NEE
$181B
$496 ﹤0.01%
7
PDP icon
442
Invesco Dorsey Wright Momentum ETF
PDP
$1.63B
$489 ﹤0.01%
5
SBUX icon
443
Starbucks
SBUX
$116B
$467 ﹤0.01%
6
-1
BIV icon
444
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$449 ﹤0.01%
6
PINS icon
445
Pinterest
PINS
$12B
$441 ﹤0.01%
10
-2
VCYT icon
446
Veracyte
VCYT
$4.15B
$433 ﹤0.01%
20
DOCN icon
447
DigitalOcean
DOCN
$18.7B
$348 ﹤0.01%
10
IHI icon
448
iShares US Medical Devices ETF
IHI
$3.1B
$336 ﹤0.01%
6
EOLS icon
449
Evolus
EOLS
$445M
$326 ﹤0.01%
30
PLUG icon
450
Plug Power
PLUG
$3.81B
$324 ﹤0.01%
139
+11
16 17
18
19 20