VIA

Virtus Investment Advisers Portfolio holdings

AUM $296M
1-Year Est. Return 31.42%
This Quarter Est. Return
1 Year Est. Return
+31.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.97M
AUM Growth
+$298K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$516K

Top Sells

1 +$1.17M
2 +$3K

Sector Composition

1 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$993K 50.46%
8,805
2
$516K 26.22%
+8,450
3
$459K 23.32%
4,553
4
-7,500
5
-1,029,111
6
-115,469