VFM
Valley Financial Management Portfolio holdings
AUM
$193M
1-Year Est. Return
13.84%
This Fund
S&P 500
1 Year Est. Return
+13.84%
AUM
$193M
AUM Growth
+$31.4M
(+19%)
Holding
52
Top Buys
| 1 | +$11.6M | |
| 2 | +$10M | |
| 3 | +$7.32M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$5.82M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$5.63M |
Top Sells
| 1 | +$8.93M | |
| 2 | +$7.88M | |
| 3 | +$7.68M | |
| 4 |
iShares US Financial Services ETF
IYG
|
+$5.64M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$5.17M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco Financial Preferred ETF
PGF
$715M
| – | – |
-37,345
|
|
||
52
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
| – | – |
-283
|
|