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

Top Buys

1
+$1.28M
2
+$1.2M
3
+$779K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$741K

Top Sells

1
+$1.62M
2
+$1.56M
3
+$1.26M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$998K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$829K

Sector Composition

1 Technology 8.93%
2 Financials 3.11%
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
GBTC icon
26
Grayscale Bitcoin Trust
GBTC
$41.5B
$1.06M 0.77%
22,001
-1,090
VV icon
27
Vanguard Large-Cap ETF
VV
$46.5B
$1.03M 0.75%
4,146
-7
CLSK icon
28
CleanSpark
CLSK
$4.64B
$1.01M 0.73%
63,481
+48,826
MARA icon
29
Marathon Digital Holdings
MARA
$6B
$1M 0.73%
50,606
+9,377
GOOG icon
30
Alphabet (Google) Class C
GOOG
$3.38T
$981K 0.71%
5,349
-381
QQQM icon
31
Invesco NASDAQ 100 ETF
QQQM
$64B
$949K 0.69%
4,817
+1,596
XLE icon
32
Energy Select Sector SPDR Fund
XLE
$26.9B
$927K 0.67%
10,173
+6,756
VFLO icon
33
VictoryShares Free Cash Flow ETF
VFLO
$6.32B
$912K 0.66%
29,500
-7,398
AMZN icon
34
Amazon
AMZN
$2.61T
$909K 0.66%
4,703
+1,871
WGMI icon
35
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$317M
$901K 0.65%
42,559
+22,676
IREN icon
36
Iris Energy
IREN
$17.7B
$895K 0.65%
79,285
+65,305
XMPT icon
37
VanEck CEF Muni Income ETF
XMPT
$179M
$889K 0.64%
40,389
-318
LLY icon
38
Eli Lilly
LLY
$827B
$884K 0.64%
976
+24
JEPI icon
39
JPMorgan Equity Premium Income ETF
JEPI
$41B
$875K 0.63%
15,437
+9,739
VTI icon
40
Vanguard Total Stock Market ETF
VTI
$547B
$828K 0.6%
3,094
+34
IEF icon
41
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
$817K 0.59%
8,729
+6,086
TLT icon
42
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
$813K 0.59%
8,853
+6,183
FNDX icon
43
Schwab Fundamental US Large Company Index ETF
FNDX
$20.9B
$805K 0.58%
36,039
-2,079
IBIT icon
44
iShares Bitcoin Trust
IBIT
$79.3B
$789K 0.57%
23,122
+20,560
DBMF icon
45
iMGP DBi Managed Futures Strategy ETF
DBMF
$1.51B
$719K 0.52%
23,918
+12,536
ENPH icon
46
Enphase Energy
ENPH
$3.95B
$655K 0.47%
6,565
+4,817
AMD icon
47
Advanced Micro Devices
AMD
$380B
$581K 0.42%
3,580
-263
AIRR icon
48
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.57B
$579K 0.42%
8,478
+457
SDVY icon
49
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.82B
$574K 0.42%
17,185
+2,426
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$123B
$566K 0.41%
1,553
+1
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