VNA

Valley National Advisers Portfolio holdings

AUM $646M
1-Year Est. Return 18.12%
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$646M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$2.2M
3 +$2.17M
4
ADP icon
Automatic Data Processing
ADP
+$2.11M
5
CHRW icon
C.H. Robinson
CHRW
+$2.11M

Top Sells

1 +$4.62M
2 +$3.66M
3 +$3.42M
4
PWR icon
Quanta Services
PWR
+$2.8M
5
CAT icon
Caterpillar
CAT
+$2.56M

Sector Composition

1 Technology 17.19%
2 Healthcare 5.75%
3 Industrials 5.72%
4 Financials 5.29%
5 Consumer Discretionary 4.44%