SR
| |
Sector Rotation Fund | NAVFXMutual Fund | |
| Starboard Investment Trust | |
| Last update 2025-06-23 | 9 Stocks (0 new) |
| Value $34.00 Mil | Turnover 3 % |
Sector Rotation Fund Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOX | Vanguard Communication Services ETF | 45,000 | 6,677.6 | 0% | 19.420 | 0% | 0.170 | +13.56% | +9.86% | 4,190.1 | ||
VGT | Vanguard Information Technology ETF | 12,000 | 6,508.6 | 0% | 18.920 | 0% | 0.010 | +19.17% | +5.82% | 77,333.5 | ||
VIS | Vanguard Industrials ETF | 25,000 | 6,188.8 | 0% | 17.990 | 0% | 0.140 | +11.99% | +11.20% | 5,026.8 | ||
VCR | Vanguard Consumer Discretionary ETF | 17,000 | 5,533.7 | 0% | 16.090 | 0% | 0.110 | +9.14% | -2.15% | 5,328.6 | ||
VHT | Vanguard Health Care ETF | 15,000 | 3,970.9 | 0% | 11.550 | 0% | 0.020 | -4.10% | -0.64% | 15,961.3 | ||
VFH | Vanguard Financials ETF | 25,000 | 2,986.8 | +25.00% | 8.680 | +1.74% | 0.030 | +6.34% | +9.04% | 11,553.7 | ||
UPRO |
ProShares UltraPro S&P 500 ETF 3x Shares
ProShares UltraPro S&P 500 ETF 3x Shares
| 15,000 | 1,108.5 | +50.00% | 3.220 | +1.07% | 0.030 | +20.20% | +3.34% | 4,539.2 | ||
TQQQ | PROSHARES TRUST | 15,000 | 859.5 | 0% | 2.500 | 0% | 0.000 | +35.47% | +2.90% | 26,774.5 | ||
SPY | SPDR S&P 500 ETF Trust | 1,000 | 559.4 | 0% | 1.630 | 0% | 0.000 | +9.56% | +5.84% | 634,205.2 |
Sector Rotation Fund's Historical Top Holdings Breakdowns
Sector Rotation Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VFH | Vanguard Financials ETF | 2025-03-31 | Add Add | +1.74% | 114.07 ($121.84) 127.34 | $127.72 | 4.83% | Add 25% | 25,000 | 5,000 | |
UPRO |
ProShares UltraPro S&P 500 ETF 3x Shares
ProShares UltraPro S&P 500 ETF 3x Shares
| 2025-03-31 | Add Add | +1.07% | 71.19 ($87.8) 99.29 | $91.14 | 3.81% | Add 50% | 15,000 | 5,000 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2024-12-31 | Sold Out Sold Out | -4.15% | 87.85 ($94.45) 98.6 | $89.50 | -5.24% | Sold Out | 0 | -15,000 | |
SPY | SPDR S&P 500 ETF Trust | 2024-12-31 | Reduce Reduce | -3.76% | 567.8 ($589.49) 607.81 | $616.64 | 4.61% | Reduce -99.44% | 1,000 | -179,000 | |
VHT | Vanguard Health Care ETF | 2024-12-31 | Add Add | +3.52% | 250.81 ($269.25) 283.3 | $250.20 | -7.08% | Add 50% | 15,000 | 5,000 | |
TQQQ | PROSHARES TRUST | 2024-12-31 | New Buy New Buy | +3.30% | 69.45 ($78.97) 93.29 | $80.96 | 2.52% | New holding | 15,000 | 15,000 | |
SPXU | ProShares UltraPro Short S&P 500 | 2024-12-31 | Sold Out Sold Out | -2.75% | 20.78 ($22.61) 25.16 | $16.84 | -25.52% | Sold Out | 0 | -40,000 | |
UPRO |
ProShares UltraPro S&P 500 ETF 3x Shares
ProShares UltraPro S&P 500 ETF 3x Shares
| 2024-12-31 | New Buy New Buy | +2.46% | 82.66 ($91.65) 99.48 | $91.14 | -0.55% | New holding | 10,000 | 10,000 | |
VHT | Vanguard Health Care ETF | 2024-09-30 | Reduce Reduce | -4.22% | 261.88 ($277.77) 288.1 | $250.20 | -9.93% | Reduce -33.33% | 10,000 | -5,000 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2024-09-30 | New Buy New Buy | +4.15% | 82.97 ($92.08) 98.97 | $89.50 | -2.80% | New holding | 15,000 | 15,000 |
Sector Rotation Fund Total Holding History ($B)
Sector Rotation Fund's Asset Allocation
Sector Rotation Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Sector Rotation Fund's Hypothetical Growth since 2025-03-31
Sector Rotation Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sector Rotation Fund's Holdings Heat Map
Size field:
Sector Rotation Fund's Holdings Bubble Chart
Sector Rotation Fund News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers