VFA

Values First Advisors Portfolio holdings

AUM $187M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$769K
2 +$418K
3 +$411K
4
AAN
The Aaron's Company Inc
AAN
+$361K
5
WM icon
Waste Management
WM
+$347K

Top Sells

1 +$645K
2 +$544K
3 +$349K
4
PFPT
Proofpoint, Inc.
PFPT
+$313K
5
VRTU
Virtusa Corporation
VRTU
+$304K

Sector Composition

1 Technology 16.55%
2 Healthcare 12.3%
3 Industrials 9.96%
4 Consumer Discretionary 8.87%
5 Real Estate 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-900
152
-2,783
153
-53,323