VA
Valmark Advisers Portfolio holdings
AUM
$7.18B
This Quarter Return
-2.24%
1 Year Return
+9.84%
3 Year Return
+31.76%
5 Year Return
+47.53%
10 Year Return
+71.57%
AUM
$2.85B
AUM Growth
–
Cap. Flow
+$2.85B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.02%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Materials | 0.15% |
2 | Technology | 0.02% |
3 | Energy | 0.02% |
4 | Consumer Staples | 0.01% |
5 | Financials | 0% |