VNA
Valley National Advisers Portfolio holdings
AUM
$613M
This Quarter Return
-10.6%
1 Year Return
+16.39%
3 Year Return
+58.8%
5 Year Return
+82.77%
10 Year Return
+168.57%
AUM
$308M
AUM Growth
+$308M
(+6.8%)
Cap. Flow
+$54.3M
Cap. Flow
% of AUM
17.62%
Top 10 Holdings %
Top 10 Hldgs %
37.08%
Holding
882
New
147
Increased
224
Reduced
110
Closed
55
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 8.54% |
| 2 | Technology | 7.55% |
| 3 | Consumer Discretionary | 7.18% |
| 4 | Financials | 6.96% |
| 5 | Industrials | 6.9% |