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
1 Year Est. Return
+27.84%
AUM
$138M
AUM Growth
+$7.06M
(+5.4%)
Holding
611
Top Buys
| 1 | +$1.25M | |
| 2 | +$1.12M | |
| 3 | +$821K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$768K |
| 5 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
+$728K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.56M | |
| 3 | +$1.23M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$997K |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$828K |
Sector Composition
| 1 | Technology | 9.06% |
| 2 | Financials | 2.98% |
| 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 | |
|---|---|---|---|---|---|---|
601
Axcelis
ACLS
$5.6B
| – | – |
-67
|
|
||
602
American Eagle Outfitters
AEO
$3B
| – | – |
-114
|
|
||
|
CMPS
603
Compass Pathways
CMPS
$1.53B
| – | – |
-100
|
|
||
604
CNO Financial Group
CNO
$4.76B
| – | – |
-282
|
|
||
605
Costco
COST
$437B
| – | – |
-118
|
|
||
|
CYBR
606
DELISTED
CyberArk
CYBR
| – | – |
-1
|
|
||
607
Whirlpool
WHR
$2.58B
| – | – |
-25
|
|
||
608
Advanced Drainage Systems
WMS
$10.9B
| – | – |
-46
|
|
||
609
PACCAR
PCAR
$63.9B
| – | – |
-2,836
|
|
||
610
Planet Labs
PL
$9.93B
| – | – |
-250
|
|