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SOUND MIND INVESTING

Valued Advisers Trust

Assets: $96M Net: $96M Series: S000039946 EDGAR ↗
+44
New
44
Positions
Period:
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Compare:
← All Funds
# Name Ticker Since Shares Value % Port Cat
1 ETF Opportunities Trust 26923N512 Apr 2025 2,034,710 $51.5M 53.74% EC
2 Aegis Value Fd Inc 00761L102 Apr 2025 202,196 $8.1M 8.50% EC
3 Cambria ETF Trust 132061409 Apr 2025 315,540 $8.1M 8.42% EC
4 Fidelity Colchester Street Trust 31607A703 Apr 2025 6,767,475 $6.8M 7.06% STIV
5 First Trust Stoxx European Select Dividend Index Fund 33735T109 Apr 2025 427,620 $6.1M 6.39% EC
6 Kinetics Mutual Funds Inc. 494613797 Apr 2025 27,630 $4.2M 4.38% EC
7 Kinetics Mutual Funds Inc. 494613615 Apr 2025 45,960 $3.9M 4.12% EC
8 Invesco Exchange Traded Fund Trust II 46138E644 Apr 2025 68,360 $3.1M 3.21% EC
9 Global X Funds 37960A529 Apr 2025 21,340 $1.1M 1.15% EC
10 Fidelity Select Portfolios 316390830 Apr 2025 17,007 $958K 1.00% EC
11 ProShares Trust 74347R263 Apr 2025 9,180 $716K 0.75% EC
12 ProShares Trust 74347X633 Apr 2025 8,340 $696K 0.73% EC
13 ProShares Trust 74347G705 Apr 2025 17,850 $539K 0.56% EC
14 IVY Fds Inc. (Maryland) 466001203 Apr 2025 89 $3K 0.00% EC
15 Longleaf Partners Fund Trust 543069207 Apr 2025 100 $3K 0.00% EC
16 Lord Abbett Develo 544006505 Apr 2025 100 $3K 0.00% EC
17 Dfa Invt Dimensions Group Inc 233203736 Apr 2025 100 $3K 0.00% EC
18 Perpetual Americas Funds Trust 46653M849 Apr 2025 100 $2K 0.00% EC
19 Virtus Investment Trust 92837Q603 Apr 2025 162 $2K 0.00% EC
20 Dfa Invt Dimensions Group Inc 233203629 Apr 2025 100 $2K 0.00% EC
21 Advisors Inner Circle Fund II 00766Y190 Apr 2025 100 $2K 0.00% EC
22 Hartford Mutual Funds Inc 416645885 Apr 2025 98 $2K 0.00% EC
23 Prudential World Fund Inc 743969651 Apr 2025 64 $2K 0.00% EC
24 Artisan Partners Funds Inc 04314H881 Apr 2025 40 $2K 0.00% EC
25 T. Rowe Price International Funds Inc. 77956H302 Apr 2025 30 $2K 0.00% EC
26 JP Morgan Trust Ii 4812C0290 Apr 2025 100 $2K 0.00% EC
27 Aim International Mutual Funds (Invesco International Mutual Funds) 00900W530 Apr 2025 47 $2K 0.00% EC
28 Artisan Partners Funds Inc 04314H808 Apr 2025 100 $2K 0.00% EC
29 Longleaf Partners Fund Trust 543069108 Apr 2025 79 $2K 0.00% EC
30 JP Morgan Trust I 4812A1860 Apr 2025 42 $2K 0.00% EC
31 Artisan Partners Funds Inc 04314H709 Apr 2025 117 $2K 0.00% EC
32 Wasatch Funds Trust 936793405 Apr 2025 77 $2K 0.00% EC
33 Primecap Odyssey Funds 74160Q202 Apr 2025 40 $2K 0.00% EC
34 Janus Investment Fund 471023598 Apr 2025 111 $2K 0.00% EC
35 Fleming Cap Mut Fd 339128100 Apr 2025 46 $2K 0.00% EC
36 Rowe T Price New Horizons Fund Inc 779562107 Apr 2025 32 $2K 0.00% EC
37 Dfa Invt Dimensions Group Inc 233203819 Apr 2025 38 $2K 0.00% EC
38 Rowe T Price Mid Cap Growth Fd 779556109 Apr 2025 17 $2K 0.00% EC
39 Rowe T Price Small Cap Value Fund Inc 77957Q103 Apr 2025 32 $2K 0.00% EC
40 Franklin V Inv Tr 355148503 Apr 2025 29 $2K 0.00% EC
41 JP Morgan Trust I 4812A1373 Apr 2025 31 $2K 0.00% EC
42 Royce Funds 780905600 Apr 2025 157 $2K 0.00% EC
43 Columbia Acorn Tr 197199409 Apr 2025 137 $1K 0.00% EC
44 Janus Investment Fund 471023507 Apr 2025 17 $1K 0.00% EC