VFA
Values First Advisors Portfolio holdings
AUM
$184M
This Quarter Return
+1.18%
1 Year Return
+18.82%
3 Year Return
+69.49%
5 Year Return
+126.01%
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+4.7%)
Cap. Flow
+$6.98M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
24.69%
Holding
160
New
13
Increased
107
Reduced
24
Closed
12
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.67M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$2.97M |
| 3 |
EOG Resources
EOG
|
$1.92M |
| 4 |
Praxis Precision Medicines
PRAX
|
$490K |
| 5 |
Kimco Realty
KIM
|
$478K |
Top Sells
Sector Composition
| 1 | Technology | 15.88% |
| 2 | Healthcare | 14.91% |
| 3 | Industrials | 10.8% |
| 4 | Real Estate | 6.68% |
| 5 | Consumer Discretionary | 6.34% |
