VFA
Values First Advisors Portfolio holdings
AUM
$184M
This Quarter Return
+18.32%
1 Year Return
+18.82%
3 Year Return
+69.49%
5 Year Return
+126.01%
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+15%)
Cap. Flow
-$6.25M
Cap. Flow
% of AUM
-4.98%
Top 10 Holdings %
Top 10 Hldgs %
20.56%
Holding
149
New
8
Increased
55
Reduced
77
Closed
6
Top Buys
| 1 |
Clearway Energy Class C
CWEN
|
$722K |
| 2 |
Vital Farms
VITL
|
$508K |
| 3 |
Brookfield Renewable
BEPC
|
$383K |
| 4 |
Monolithic Power Systems
MPWR
|
$317K |
| 5 |
Cintas
CTAS
|
$310K |
Top Sells
Sector Composition
| 1 | Technology | 16.73% |
| 2 | Healthcare | 12.97% |
| 3 | Industrials | 9.52% |
| 4 | Consumer Discretionary | 8.51% |
| 5 | Real Estate | 6.48% |
