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
201
$15K 0.01%
+476
202
$15K 0.01%
505
-1,010
203
$15K 0.01%
301
204
$14K 0.01%
207
205
$14K 0.01%
+73
206
$13K 0.01%
58
207
$12K 0.01%
110
-25
208
$12K 0.01%
143
-140
209
$12K 0.01%
110
+10
210
$11K 0.01%
+40
211
$11K 0.01%
91
212
$11K 0.01%
293
213
$11K 0.01%
443
-450
214
$11K 0.01%
50
215
$11K 0.01%
+730
216
$11K 0.01%
+140
217
$11K 0.01%
+168
218
$11K 0.01%
500
-635
219
$11K 0.01%
72
+20
220
$11K 0.01%
+524
221
$11K 0.01%
452
+278
222
$11K 0.01%
+266
223
$10K 0.01%
+256
224
$10K 0.01%
220
-5
225
$10K 0.01%
+325
7 8
9
10 11