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
201
$15K 0.01%
104
-120
202
$15K 0.01%
38
+8
203
$15K 0.01%
+476
204
$15K 0.01%
505
-1,010
205
$15K 0.01%
301
206
$14K 0.01%
207
207
$14K 0.01%
+73
208
$13K 0.01%
58
209
$12K 0.01%
110
-25
210
$12K 0.01%
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-140
211
$12K 0.01%
110
+10
212
$11K 0.01%
+40
213
$11K 0.01%
91
214
$11K 0.01%
293
215
$11K 0.01%
443
-450
216
$11K 0.01%
50
217
$11K 0.01%
+730
218
$11K 0.01%
+140
219
$11K 0.01%
+168
220
$11K 0.01%
500
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221
$11K 0.01%
72
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222
$11K 0.01%
+524
223
$11K 0.01%
452
+278
224
$11K 0.01%
+266
225
$10K 0.01%
+256
7 8
9
10 11