VNA
Valley National Advisers Portfolio holdings
AUM
$773M
1-Year Est. Return
22.44%
This Fund
S&P 500
1 Year Est. Return
+22.44%
AUM
$434M
AUM Growth
+$72.3M
(+20%)
Holding
907
Top Buys
| 1 | +$49.6M | |
| 2 | +$16.5M | |
| 3 | +$4.09M | |
| 4 |
Chevron
CVX
|
+$1.86M |
| 5 |
Applied Materials
AMAT
|
+$468K |
Top Sells
| 1 | +$15.6M | |
| 2 | +$10.7M | |
| 3 | +$3.46M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$2.25M |
| 5 |
Valero Energy
VLO
|
+$2.13M |
Sector Composition
| 1 | Technology | 9.66% |
| 2 | Healthcare | 7.71% |
| 3 | Industrials | 4.81% |
| 4 | Consumer Discretionary | 4.46% |
| 5 | Financials | 4.22% |