VA

Valmark Advisers Portfolio holdings

AUM $7.73B
1-Year Est. Return 9.28%
This Quarter Est. Return
1 Year Est. Return
+9.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.39B
AUM Growth
+$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
601
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.99%
2 Financials 0.94%
3 Industrials 0.61%
4 Consumer Discretionary 0.61%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-3,075