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
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| 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 | +23.05% | +10.47% | 4,711.4 | ||
VGT | Vanguard Information Technology ETF | 12,000 | 6,508.6 | 0% | 18.920 | 0% | 0.010 | +35.83% | +10.57% | 87,563.4 | ||
VIS | Vanguard Industrials ETF | 25,000 | 6,188.8 | 0% | 17.990 | 0% | 0.140 | +22.32% | +14.26% | 5,553.8 | ||
VCR | Vanguard Consumer Discretionary ETF | 17,000 | 5,533.7 | 0% | 16.090 | 0% | 0.110 | +20.34% | -1.63% | 5,792.9 | ||
VHT | Vanguard Health Care ETF | 15,000 | 3,970.9 | 0% | 11.550 | 0% | 0.020 | +0.01% | -2.63% | 14,801.4 | ||
VFH | Vanguard Financials ETF | 25,000 | 2,986.8 | +25.00% | 8.680 | +1.74% | 0.030 | +15.54% | +9.67% | 12,104.6 | ||
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 | +64.23% | +8.23% | 4,567.8 | ||
TQQQ | PROSHARES TRUST | 15,000 | 859.5 | 0% | 2.500 | 0% | 0.000 | +93.30% | +10.64% | 27,895.2 | ||
SPY | SPDR S&P 500 ETF Trust | 1,000 | 559.4 | 0% | 1.630 | 0% | 0.000 | +19.66% | +7.80% | 643,761.2 |
Sector Rotation Fund's Historical Top Holdings Breakdowns
Sector Rotation Fund's Top Stock Picks
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| 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 | $128.46 | 5.43% | 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 | $95.46 | 8.72% | 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 | $89.75 | -4.98% | 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 | $628.04 | 6.54% | 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 | $245.21 | -8.93% | Add 50% | 15,000 | 5,000 | |
TQQQ | PROSHARES TRUST | 2024-12-31 | New Buy New Buy | +3.30% | 69.45 ($78.97) 93.29 | $87.05 | 10.23% | 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 | $16.10 | -28.79% | 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 | $95.46 | 4.16% | New holding | 10,000 | 10,000 | |
VHT | Vanguard Health Care ETF | 2024-09-30 | Reduce Reduce | -4.22% | 261.88 ($277.77) 288.1 | $245.21 | -11.72% | 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 | $89.75 | -2.53% | New holding | 15,000 | 15,000 |
Sector Rotation Fund Total Holding History ($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
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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
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Sector Rotation Fund's Holdings Bubble Chart
Sector Rotation Fund News
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