VF

VitalStone Financial Portfolio holdings

AUM $147M
1-Year Est. Return 27.75%
This Quarter Est. Return
1 Year Est. Return
+27.75%
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
+$52.7M
2
+$6.26M
3
+$5.11M
4
GLD icon
SPDR Gold Trust
GLD
+$4.57M
5
SH icon
ProShares Short S&P500
SH
+$3.81M

Top Sells

1
+$9.16M
2
+$7.26M
3
+$6.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.1M
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$5.84M

Sector Composition

1 Technology 2.94%
2 Energy 2.83%
3 Consumer Discretionary 1.48%
4 Industrials 1.25%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41K 0.02%
146
+7
127
$41K 0.02%
420
+380
128
$41K 0.02%
15,347
+11,628
129
$41K 0.02%
1,712
-81,232
130
$40K 0.02%
+1,000
131
$39K 0.02%
242
+166
132
$39K 0.02%
+224
133
$39K 0.02%
+460
134
$38K 0.02%
+399
135
$37K 0.02%
312
+119
136
$37K 0.02%
+186
137
$36K 0.02%
3,075
+1,103
138
$36K 0.02%
369
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139
$35K 0.02%
507
-17,556
140
$35K 0.02%
+1,352
141
$35K 0.02%
581
-1,399
142
$35K 0.02%
+504
143
$35K 0.02%
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144
$34K 0.02%
545
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145
$34K 0.02%
800
146
$31K 0.02%
+373
147
$30K 0.02%
269
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148
$30K 0.02%
134
149
$30K 0.02%
430
+404
150
$29K 0.02%
405
-3,206
4 5
6
7 8