VFA
Values First Advisors Portfolio holdings
AUM
$184M
This Quarter Return
+12.05%
1 Year Return
+18.82%
3 Year Return
+69.49%
5 Year Return
+126.01%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.49%
Holding
139
New
139
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 16.21% |
| 2 | Technology | 12.5% |
| 3 | Consumer Discretionary | 8.67% |
| 4 | Industrials | 8.06% |
| 5 | Real Estate | 7.56% |
