VF
VitalStone Financial Portfolio holdings
AUM
$147M
1-Year Est. Return
27.75%
This Fund
S&P 500
1 Year Est. Return
+27.75%
AUM
$131M
AUM Growth
+$5.86M
(+4.7%)
Holding
640
Top Buys
| 1 | +$2.54M | |
| 2 | +$2.29M | |
| 3 | +$1.99M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.81M |
| 5 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
+$1.42M |
Top Sells
| 1 | +$4.88M | |
| 2 | +$2.21M | |
| 3 | +$2.2M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.13M |
| 5 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.63M |
Sector Composition
| 1 | Technology | 6.59% |
| 2 | Financials | 2.74% |
| 3 | Communication Services | 2.38% |
| 4 | Consumer Discretionary | 2.31% |
| 5 | Industrials | 1.52% |