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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
$147M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.01M
4
CLSK icon
CleanSpark
CLSK
+$1M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$917K

Top Sells

1
+$779K
2
+$682K
3
+$568K
4
ALB icon
Albemarle
ALB
+$551K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$440K

Sector Composition

1 Technology 9.13%
2 Financials 4.14%
3 Consumer Discretionary 1.98%
4 Communication Services 1.89%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVT icon
126
InvenTrust Properties
IVT
$2.67B
$128K 0.09%
4,509
-1,360
XLG icon
127
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$128K 0.09%
2,691
+260
AJG icon
128
Arthur J. Gallagher & Co
AJG
$55.5B
$125K 0.09%
446
-29
BSV icon
129
Vanguard Short-Term Bond ETF
BSV
$45B
$125K 0.09%
1,594
-220
VOOG icon
130
Vanguard S&P 500 Growth ETF
VOOG
$25.6B
$122K 0.08%
2,112
+1,938
VWO icon
131
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$118K 0.08%
2,474
-381
WMT icon
132
Walmart Inc
WMT
$941B
$116K 0.08%
1,440
+3
BUG icon
133
Global X Cybersecurity ETF
BUG
$1.1B
$113K 0.08%
3,644
ARM icon
134
Arm
ARM
$447B
$110K 0.08%
+770
FICS icon
135
First Trust International Developed Capital Strength ETF
FICS
$215M
$109K 0.07%
2,903
-54
VCSH icon
136
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.3B
$108K 0.07%
1,360
+6
MMTM icon
137
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$168M
$106K 0.07%
423
+1
CMC icon
138
Commercial Metals
CMC
$8.12B
$105K 0.07%
1,910
XLRE icon
139
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.87B
$105K 0.07%
2,343
+962
TJX icon
140
TJX Companies
TJX
$181B
$101K 0.07%
858
-46
DVN icon
141
Devon Energy
DVN
$49.1B
$95.9K 0.07%
2,452
-1,708
IBM icon
142
IBM
IBM
$247B
$95.8K 0.07%
433
+3
VONG icon
143
Vanguard Russell 1000 Growth ETF
VONG
$43.8B
$95.6K 0.07%
990
+107
MCD icon
144
McDonald's
MCD
$202B
$94.8K 0.06%
311
+186
OIH icon
145
VanEck Oil Services ETF
OIH
$2.24B
$90.5K 0.06%
319
-447
FXO icon
146
First Trust Financials AlphaDEX Fund
FXO
$1.05B
$87.6K 0.06%
1,713
+24
XLF icon
147
State Street Financial Select Sector SPDR ETF
XLF
$51.1B
$87.4K 0.06%
1,928
-2,120
SOXX icon
148
iShares Semiconductor ETF
SOXX
$43.5B
$86.2K 0.06%
374
+116
CSCO icon
149
Cisco
CSCO
$463B
$86.2K 0.06%
1,620
+14
HODL icon
150
VanEck Bitcoin Trust
HODL
$1.07B
$85.1K 0.06%
4,740
+1,300
4 5
6
7 8