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
176
$22K 0.01%
197
-220
177
$22K 0.01%
+1,169
178
$22K 0.01%
350
-250
179
$21K 0.01%
+200
180
$21K 0.01%
69
+9
181
$21K 0.01%
1,090
+490
182
$20K 0.01%
419
183
$20K 0.01%
583
-500
184
$20K 0.01%
450
-164
185
$20K 0.01%
+285
186
$20K 0.01%
144
+136
187
$20K 0.01%
+264
188
$19K 0.01%
1,500
-1,500
189
$19K 0.01%
+307
190
$19K 0.01%
+296
191
$18K 0.01%
+182
192
$18K 0.01%
+441
193
$18K 0.01%
+51
194
$17K 0.01%
380
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195
$17K 0.01%
174
-21,932
196
$17K 0.01%
+375
197
$16K 0.01%
+333
198
$16K 0.01%
502
-1,455
199
$15K 0.01%
76
+61
200
$15K 0.01%
+170
6 7
8
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