SMIFX
SOUND MIND INVESTING
Valued Advisers Trust
Fund of funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Needham Small Cap Growth Class I 0 106,626 106,626 3.49% $3.44M

No positions in this category.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
MONEY MARKET FUND 197,446 257,947 60,502 0.26% $60.50K
DFA INTL SM CAP VAL PORT-INS MUTUAL FUND 100 100 0 0.00% $50
DFA International Small Co. Portfolio - Class Institutional 100 100 0 0.00% $41
Artisan International Value Investor 40 41 0 0.00% $36
DFA US Small Cap Value Portfolio 38 38 0 0.00% $159
JPMorgan US Research Enhanced Equity Fund 42 42 0 0.00% $76
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
iShares Trust RUSSELL 1000 VALUE ETF 123,540 120,520 -3,020 28.26% $708.75K
SMI 3Fourteen Full-Cycle Trend ETF 969,600 935,020 -34,580 25.70% -$478.45K
Aegis Value Class I 190,431 183,068 -7,363 13.12% $766.87K
USCF SUMMERHAVEN DYNAMIC ETF MUTUAL FUND 414,460 401,070 -13,390 11.61% $1.51M
First Trust Developed Markets ex-US AlphaDEX Fund 114,140 103,470 -10,670 9.97% -$132.79K
Cambria Global Value ETF 312,730 210,180 -102,550 7.51% -$3.47M
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Lord Abbett Developing Growth Fund Inc 100 100 0 0.00% $448
Delaware Ivy Large Cap Growth Fund 89 89 0 0.00% $11
JOHCM International Select Fund 103 103 0 0.00% $25
AllianzGI NFJ Small-Cap Value Fund 167 167 0 0.00% $191
Longleaf Partners Small-Cap Fund 100 100 0 0.00% -$91
T. Rowe Price International Discovery 31 31 0 0.00% $37
JPMorgan Small Cap Growth Fund 100 100 0 0.00% $181
Hartford International Opportunities Fund/The 99 99 0 0.00% $61
Prudential Jennison International Opportunities Fund 64 64 0 0.00% -$13
PRIMECAP Odyssey Aggressive Growth Fund 40 40 0 0.00% $12
Franklin Small Cap Value Fund 31 31 0 0.00% $114
Champlain Small Company Fund 122 122 0 0.00% -$30
Artisan International Small Cap Fund 100 100 0 0.00% $33
Columbia Acorn Fund 137 137 0 0.00% $56
T. Rowe Price Small-Cap Value Fund 32 32 0 0.00% $134
Janus Henderson Mid Cap Value Fund 111 111 0 0.00% $116
Wasatch International Growth Fund 119 119 0 0.00% $94
Royce Premier Fund 157 157 0 0.00% $52
T. Rowe Price New Horizons Fund 32 32 0 0.00% $65
Artisan Mid Cap Value Fund 117 117 0 0.00% -$30
Longleaf Partners Fund 79 79 0 0.00% -$22
T. Rowe Price Mid-Cap Growth Fund 17 17 0 0.00% $14
Invesco Oppenheimer International Small-Mid Co Fnd 47 47 0 0.00% -$38
JPMorgan Mid Cap Value Fund 46 46 0 0.00% $61
JPMorgan Small Cap Equity Fund 32 32 0 0.00% $31
Janus Henderson Venture Fund 17 17 0 0.00% $81

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