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VF
VitalStone Financial Portfolio holdings
AUM
$147M
1-Year Est. Return
27.84%
This Fund
S&P 500
1 Year Est. Return
+27.84%
AUM
$131M
AUM Growth
+$5.86M
(+4.7%)
Holding
640
Top Buys
| 1 | +$2.45M | |
| 2 | +$2.19M | |
| 3 | +$1.92M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.72M |
| 5 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
+$1.4M |
Top Sells
| 1 | +$4.87M | |
| 2 | +$2.2M | |
| 3 | +$2.13M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.12M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.58M |
Sector Composition
| 1 | Technology | 6.66% |
| 2 | Financials | 2.67% |
| 3 | Communication Services | 2.38% |
| 4 | Consumer Discretionary | 2.31% |
| 5 | Industrials | 1.6% |