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VFA

Values First Advisors Portfolio holdings

AUM $192M
1-Year Est. Return 24.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.84M
3
+$1.67M
4
MED icon
Medifast
MED
+$1.16M
5
TECH icon
Bio-Techne
TECH
+$499K

Top Sells

1
+$2.07M
2
+$1.89M
3
+$1.41M
4
APH icon
Amphenol
APH
+$1.06M
5
MPWR icon
Monolithic Power Systems
MPWR
+$884K

Sector Composition

1 Healthcare 16.7%
2 Technology 16.01%
3 Industrials 10.93%
4 Real Estate 6.56%
5 Consumer Discretionary 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-32,130
177
– –
-27,045
178
– –
-1,300
179
– –
-5,806
180
– –
-41,669
181
– –
-27,735
182
– –
-26
183
– –
-1,218
184
– –
-4,320
4 5 6 7
8