VIA

Virtus Investment Advisers Portfolio holdings

AUM $368M
1-Year Est. Return 26.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$239K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$4.73M
3
+$1.33M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.27M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Top Sells

1
+$2.35M
2
+$1.64M
3
+$1.07M
4
PAGP icon
Plains GP Holdings
PAGP
+$943K
5
RYZ
Ryerson Holding Corporation
RYZ
+$910K

Sector Composition

1 Technology 14.78%
2 Consumer Discretionary 12.16%
3 Healthcare 11.4%
4 Industrials 11.16%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
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