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 1.27%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.03%
+522
102
$56K 0.03%
+189
103
$56K 0.03%
532
104
$55K 0.03%
587
-357
105
$53K 0.03%
80
+53
106
$52K 0.03%
+1,053
107
$51K 0.03%
+1,708
108
$48K 0.03%
+311
109
$48K 0.03%
1,174
+944
110
$46K 0.03%
928
-8,618
111
$46K 0.03%
+255
112
$46K 0.03%
+696
113
$45K 0.03%
+864
114
$45K 0.03%
1,106
+710
115
$45K 0.03%
3,696
-3,511
116
$45K 0.03%
+559
117
$44K 0.02%
+127
118
$43K 0.02%
921
+906
119
$43K 0.02%
+224
120
$43K 0.02%
1,400
+32
121
$43K 0.02%
151
-538
122
$41K 0.02%
182
+166
123
$41K 0.02%
+412
124
$41K 0.02%
146
+7
125
$41K 0.02%
420
+380
3 4
5
6 7