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
$169M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$1.04M
2 +$621K
3 +$519K
4
FTNT icon
Fortinet
FTNT
+$500K
5
TRIL
Trillium Therapeutics Inc.
TRIL
+$452K

Sector Composition

1 Technology 14.16%
2 Healthcare 12.94%
3 Industrials 11.09%
4 Real Estate 7.42%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,727
177
-2,251