VFM
Valley Financial Management Portfolio holdings
AUM
$193M
1-Year Est. Return
13.84%
1 Year Est. Return
+13.84%
AUM
$193M
AUM Growth
+$31.4M
(+19%)
Holding
52
Top Buys
| 1 | +$12.3M | |
| 2 | +$10.3M | |
| 3 | +$7.91M | |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$6.35M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$6.17M |
Top Sells
| 1 | +$8.93M | |
| 2 | +$7.88M | |
| 3 | +$7.68M | |
| 4 |
iShares US Financial Services ETF
IYG
|
+$5.64M |
| 5 |
Invesco Aerospace & Defense ETF
PPA
|
+$5.24M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI USA Min Vol Factor ETF
USMV
$22.6B
| – | – |
-283
|
|
||
52
Core Alternative Capital
CCOR
$37.4M
| – | – |
-264,222
|
|