Your funds, side by side
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 · 61 lines · as of Apr 30, 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 |
|---|---|
| MYR Group Inc | 2.80 % |
| Powell Industries Inc | 2.77 % |
| Chord Energy Corp | 2.32 % |
| SM Energy Co | 2.12 % |
| Element Solutions Inc | 2.10 % |
| Axsome Therapeutics Inc | 2.09 % |
| Modine Manufacturing Co | 2.04 % |
| Weatherford International PLC | 2.02 % |
| PDF Solutions Inc | 1.99 % |
| Clean Harbors Inc | 1.98 % |
| Advanced Energy Industries Inc | 1.95 % |
| Applied Industrial Technologies Inc | 1.91 % |
| ExlService Holdings Inc | 1.87 % |
| DigitalOcean Holdings Inc | 1.86 % |
| Ultra Clean Holdings Inc | 1.85 % |
| Enpro Inc | 1.85 % |
| Pinnacle Financial Partners Inc | 1.78 % |
| Evercore Inc | 1.77 % |
| Tanger Inc | 1.77 % |
| JFrog Ltd | 1.74 % |
| Agree Realty Corp | 1.71 % |
| SPX Technologies Inc | 1.69 % |
| Clearway Energy Inc | 1.69 % |
| Wintrust Financial Corp | 1.68 % |
| PJT Partners Inc | 1.68 % |
| LivaNova PLC | 1.67 % |
| Ensign Group Inc/The | 1.65 % |
| Stifel Financial Corp | 1.65 % |
| SOUTHSTATE BANK CORP | 1.65 % |
| Primerica Inc | 1.61 % |
1 funds, 61 lines read.