VF
VitalStone Financial Portfolio holdings
AUM
$147M
1-Year Return
27.75%
This Quarter Return
+3.71%
1 Year Return
+27.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$7.06M
(+5.4%)
Cap. Flow
+$4.84M
Cap. Flow
% of AUM
3.51%
Top 10 Holdings %
Top 10 Hldgs %
44.37%
Holding
611
New
78
Increased
136
Reduced
121
Closed
112
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.28M |
| 2 |
Vanguard Growth ETF
VUG
|
+$1.2M |
| 3 |
CleanSpark
CLSK
|
+$779K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$742K |
| 5 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
+$741K |
Top Sells
Sector Composition
| 1 | Technology | 8.93% |
| 2 | Financials | 3.11% |
| 3 | Communication Services | 2.1% |
| 4 | Consumer Discretionary | 1.95% |
| 5 | Healthcare | 1.86% |
