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VIA

Virtus Investment Advisers Portfolio holdings

AUM $363M
1-Year Est. Return 34.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$7.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.23M
3
+$1.2M
4
THR
Thermon Group Holdings
THR
+$1.1M
5
OI icon
O-I Glass
OI
+$1.02M

Top Sells

1
+$2.73M
2
+$2.05M
3
+$1.45M
4
PDD icon
Pinduoduo
PDD
+$1.43M
5
ALHC icon
Alignment Healthcare
ALHC
+$1.11M

Sector Composition

1 Technology 17.31%
2 Consumer Discretionary 15.1%
3 Healthcare 14.08%
4 Industrials 12.87%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
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