We are live on ! Find out more
VFA

Values First Advisors Portfolio holdings

AUM $192M
1-Year Est. Return 24.96%
This Fund
S&P 500
This Quarter Est. Return
+11.38%
1 Year Est. Return
+24.96%
3 Year Est. Return
+70.52%
5 Year Est. Return
+87.3%
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
+$99.5M
Cap. Flow %
96.07%
Top 10 Hldgs %
22.49%
Holding
139
New
139
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 16.21%
2 Technology 12.5%
3 Consumer Discretionary 8.67%
4 Industrials 8.06%
5 Real Estate 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MGA icon
101
Magna International
MGA
$17.9B
$304K 0.29%
+5,543
New +$300K
CSV icon
102
Carriage Services
CSV
$618M
$298K 0.29%
+11,640
New +$282K
ROP icon
103
Roper Technologies
ROP
$36.3B
$290K 0.28%
+819
New +$283K
VRTU
104
DELISTED
Virtusa Corporation
VRTU
$289K 0.28%
+6,367
New +$260K
LII icon
105
Lennox International
LII
$18.8B
$288K 0.28%
+1,181
New +$293K
NBRV
106
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
$284K 0.27%
+861
New +$395K
LL
107
DELISTED
LL Flooring Holdings, Inc.
LL
$263K 0.25%
+26,923
New +$252K
CENT icon
108
Central Garden & Pet Co
CENT
$2.74B
$261K 0.25%
+10,519
New +$250K
EXEL icon
109
Exelixis
EXEL
$13.9B
$253K 0.24%
+14,366
New +$244K
IDXX icon
110
Idexx Laboratories
IDXX
$42.9B
$251K 0.24%
+960
New +$253K
GBT
111
DELISTED
Global Blood Therapeutics, Inc.
GBT
$247K 0.24%
+3,109
New +$184K
BOLD
112
DELISTED
Audentes Therapeutics, Inc
BOLD
$227K 0.22%
+3,791
New +$142K
ITRN icon
113
Ituran Location and Control
ITRN
$1.08B
$225K 0.22%
+8,942
New +$219K
ODFL icon
114
Old Dominion Freight Line
ODFL
$48.5B
$224K 0.22%
+3,540
New +$217K
PNTG icon
115
Pennant Group
PNTG
$1.43B
$218K 0.21%
+6,592
New +$151K
IPHI
116
DELISTED
INPHI CORPORATION
IPHI
$217K 0.21%
+2,928
New +$201K
HWKN icon
117
Hawkins
HWKN
$2.91B
$215K 0.21%
+9,384
New +$199K
NBIX icon
118
Neurocrine Biosciences
NBIX
$17.7B
$210K 0.2%
+1,952
New +$204K
ATHX
119
DELISTED
Athersys, Inc. Common Stock
ATHX
$209K 0.2%
+6,792
New +$223K
POOL icon
120
Pool Corp
POOL
$6.7B
$206K 0.2%
+971
New +$200K
LQDT icon
121
Liquidity Services
LQDT
$1.17B
$191K 0.18%
+31,981
New +$206K
DHC
122
Diversified Healthcare Trust
DHC
$2.26B
$175K 0.17%
+20,709
New +$175K
TLF icon
123
Tandy Leather Factory
TLF
$19.5M
$175K 0.17%
+30,580
New +$154K
SLV icon
124
iShares Silver Trust
SLV
$28.1B
$173K 0.17%
+10,376
New +$168K
BIL icon
125
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$167K 0.16%
+1,823
New +$167K

Similar funds

Values First Advisors's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Values First Advisors, which disclosed 139 positions worth $104M. Its ten largest holdings account for 22% of the portfolio.

Its largest position is PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 38,821 shares worth $3.94M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, followed by Technology and Consumer Discretionary.

  • Values First Advisors's largest Q4 2019 buy was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund: 38,821 shares worth $3.94M.
  • Values First Advisors's ten largest holdings make up 22% of its $104M portfolio in Q4 2019.
  • Values First Advisors disclosed 139 positions in Q4 2019, its first 13F filing on record.

Based on Values First Advisors's 13F filing for Q4 2019, filed 15 Nov 2022.