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
$141M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$2.11M
2 +$2M
3 +$1.76M
4
MPWR icon
Monolithic Power Systems
MPWR
+$1.66M
5
APH icon
Amphenol
APH
+$1.62M

Top Sells

1 +$2.55M
2 +$2.43M
3 +$2.04M
4
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$1.92M
5
AMD icon
Advanced Micro Devices
AMD
+$1.87M

Sector Composition

1 Technology 15.85%
2 Healthcare 14.48%
3 Industrials 11.7%
4 Real Estate 7%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-62,285
177
-1,319
178
-11,937
179
-17,104