VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$28.5M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.8M
5
JPM icon
JPMorgan Chase
JPM
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.6%
2 Healthcare 7.79%
3 Technology 6.14%
4 Consumer Staples 5.45%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$133K 0.03%
+8,419
252
$132K 0.03%
+4,900
253
$131K 0.03%
+735
254
$130K 0.03%
+1,230
255
$130K 0.03%
+879
256
$129K 0.03%
+7,069
257
$129K 0.03%
+7,695
258
$129K 0.03%
+701
259
$127K 0.03%
+3,400
260
$124K 0.03%
+912
261
$124K 0.03%
+1,622
262
$122K 0.03%
+1,280
263
$122K 0.03%
+3,165
264
$121K 0.03%
+1,281
265
$121K 0.03%
+2,721
266
$120K 0.03%
+1,667
267
$119K 0.03%
+4,270
268
$118K 0.03%
+6,000
269
$117K 0.03%
+1,587
270
$116K 0.03%
+1,160
271
$115K 0.03%
+1,675
272
$114K 0.03%
+4,461
273
$113K 0.03%
+6,690
274
$113K 0.03%
+4,468
275
$112K 0.03%
+1,898
9 10
11
12 13