NORTH SQUARE DYNAMIC SMALL CAP FUND

NORTH SQUARE DYNAMIC SMALL CAP FUND is a registered fund series of Valued Advisers Trust (series S000063485). Net assets $782.6M as of 2026-05-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
BLOOM ENERGY CORP$11.4M146.16%
STERLING INFRASTRUCTURE INC$9.4M120.66%
JACKSON FINANCIAL INC$9.2M117.47%
AMBARELLA INC$8.8M112.20%
MAREX GROUP PLC$8.7M110.66%
TAYLOR MORRISON HOME CORP$8.5M108.11%
AXSOME THERAPEUTICS INC$8.4M106.85%
FIVE9 INC$8.1M103.46%
MYR GROUP INC$7.8M99.86%
PRIMORIS SERVICES CORP$7.8M99.69%
WATTS WATER TECHNOLOGIES INC$7.5M95.83%
NLIGHT INC$7.3M93.27%
ENERSYS$7.2M92.32%
MADISON SQUARE GARDEN ENTERTAINMENT CORP$7.2M92.19%
PORTLAND GENERAL ELECTRIC COMPANY$7.2M91.55%

Net asset history

Report dateNet assets
2026-05-31$782.6M
2026-02-28$685.0M
2025-11-30$612.5M
2025-08-31$572.5M
2025-05-31$485.8M
2025-02-28$446.5M
2024-11-30$425.2M
2024-08-31$328.3M

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