VA

Verdad Advisers Portfolio holdings

AUM $74.9M
1-Year Est. Return 51.63%
This Quarter Est. Return
1 Year Est. Return
+51.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.9M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.2M
3
+$1.94M
4
WMT icon
Walmart
WMT
+$1.94M
5
COST icon
Costco
COST
+$1.72M

Top Sells

1
+$7.02M
2
+$4.04M
3
+$1.62M
4
IMOS
ChipMOS TECHNOLOGIES
IMOS
+$1.3M
5
EQNR icon
Equinor
EQNR
+$1.25M

Sector Composition

1 Technology 17.97%
2 Consumer Discretionary 17.06%
3 Healthcare 14.12%
4 Financials 12.56%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
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