Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- DANA EPIPHANY SMALL CAP EQUITY FUND Valued Advisers Trust · 59 lines · as of Jul 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | DANA EPIPHANY SMALL CAP EQUITY FUND |
|---|---|
| Chefs' Warehouse Inc/The | 2.40 % |
| Ensign Group Inc/The | 2.35 % |
| LivaNova PLC | 2.32 % |
| FB Financial Corp | 2.13 % |
| Axsome Therapeutics Inc | 2.09 % |
| APPLIED INDUSTRIAL TECHNOLOGIES INC | 2.07 % |
| Braze Inc | 2.07 % |
| Chord Energy Corp | 2.06 % |
| Agilysys Inc | 2.04 % |
| PJT Partners Inc | 2.02 % |
| Primerica Inc | 2.02 % |
| Weatherford International PLC | 2.01 % |
| TANGER INC | 2.01 % |
| SM Energy Co | 1.99 % |
| Stifel Financial Corp | 1.98 % |
| Atlantic Union Bankshares Corp | 1.94 % |
| Wintrust Financial Corp | 1.93 % |
| Agree Realty Corp | 1.91 % |
| CLEAN HARBORS INC | 1.90 % |
| SOUTHSTATE BANK CORP | 1.87 % |
| Evercore Inc | 1.82 % |
| JFrog Ltd | 1.82 % |
| PINNACLE FINANCIAL PARTNERS INC | 1.81 % |
| Axis Capital Holdings Ltd | 1.79 % |
| AAR Corp | 1.76 % |
| STAG Industrial Inc | 1.75 % |
| SkyWest Inc | 1.75 % |
| Life Time Group Holdings Inc | 1.73 % |
| SPX TECHNOLOGIES INC | 1.63 % |
| Chesapeake Utilities Corp | 1.61 % |
Titelia read 59 lines in these 1 funds.