We are live on ! Find out more
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
$179M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,099
New
Increased
Reduced
Closed

Top Buys

1
+$52.5M
2
+$4.93M
3
+$4.91M
4
GLD icon
SPDR Gold Trust
GLD
+$4.59M
5
SH icon
ProShares Short S&P500
SH
+$3.75M

Top Sells

1
+$9.2M
2
+$7.26M
3
+$6.39M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$6.17M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$5.92M

Sector Composition

1 Technology 2.93%
2 Energy 2.83%
3 Consumer Discretionary 1.48%
4 Industrials 1.32%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-229
602
$0 ﹤0.01%
1
603
– –
-507
604
$0 ﹤0.01%
+10
605
$0 ﹤0.01%
124
+62
606
$0 ﹤0.01%
1
607
– –
-155
608
$0 ﹤0.01%
5
609
– –
-875
610
– –
-73
611
$0 ﹤0.01%
+20
612
– –
-6
613
$0 ﹤0.01%
+8
614
$0 ﹤0.01%
19
+9
615
$0 ﹤0.01%
16
-5
616
$0 ﹤0.01%
+5
617
$0 ﹤0.01%
+4
618
$0 ﹤0.01%
+1
619
$0 ﹤0.01%
+1
620
$0 ﹤0.01%
+5
621
$0 ﹤0.01%
20
-1,995
622
$0 ﹤0.01%
6
623
– –
-65
624
– –
-577
625
– –
-53,418
22 23 24
25
26