VFM
Valley Financial Management Portfolio holdings
AUM
$193M
This Quarter Return
-5.02%
1 Year Return
+13.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.5%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$21.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$16.3M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$12.7M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$12.3M |
| 5 |
Invesco Aerospace & Defense ETF
PPA
|
$12.2M |
Top Sells
No sells this quarter
