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
151
$29K 0.02%
+245
152
$28K 0.02%
+89
153
$28K 0.02%
+629
154
$27K 0.02%
470
-50
155
$27K 0.02%
1,551
+1,451
156
$27K 0.02%
166
-142
157
$27K 0.02%
+215
158
$27K 0.02%
179
+154
159
$27K 0.02%
424
-2,186
160
$26K 0.01%
1,280
+280
161
$26K 0.01%
3,058
+1,855
162
$25K 0.01%
964
-100
163
$25K 0.01%
570
-8,091
164
$24K 0.01%
+323
165
$24K 0.01%
104
+100
166
$24K 0.01%
350
-13,258
167
$24K 0.01%
+31
168
$24K 0.01%
2,318
169
$23K 0.01%
+282
170
$23K 0.01%
+49
171
$23K 0.01%
+405
172
$23K 0.01%
1,750
173
$22K 0.01%
350
-250
174
$22K 0.01%
783
+737
175
$22K 0.01%
197
-220
5 6
7
8 9