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
276
$111K 0.03%
+3,350
277
$110K 0.02%
+4,362
278
$109K 0.02%
+2,060
279
$109K 0.02%
+4,269
280
$108K 0.02%
+878
281
$107K 0.02%
+4,259
282
$106K 0.02%
+4,242
283
$105K 0.02%
+721
284
$104K 0.02%
+2,853
285
$104K 0.02%
+5,412
286
$104K 0.02%
+1,257
287
$103K 0.02%
+1,838
288
$100K 0.02%
+2,496
289
$98K 0.02%
+658
290
$98K 0.02%
+920
291
$98K 0.02%
+961
292
$97K 0.02%
+1,264
293
$97K 0.02%
+2,900
294
$97K 0.02%
+6,884
295
$96K 0.02%
+2,000
296
$96K 0.02%
+1,178
297
$95K 0.02%
+2,358
298
$95K 0.02%
+1,690
299
$93K 0.02%
+1,386
300
$93K 0.02%
+1,202
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