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
$1.93B
AUM Growth
+$97.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$14.7M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$13.3M
5
AMZN icon
Amazon
AMZN
+$10.3M

Top Sells

1
+$6.96M
2
+$1.83M
3
+$1.51M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.35M
5
CNVY
Convey Health Solutions Holdings, Inc.
CNVY
+$1.09M

Sector Composition

1 Technology 10.89%
2 Financials 8.08%
3 Healthcare 6.22%
4 Consumer Discretionary 4.69%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$613K 0.03%
1,916
+640
277
$605K 0.03%
509
+30
278
$604K 0.03%
23,015
+40
279
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4,409
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280
$594K 0.03%
31,239
281
$593K 0.03%
8,841
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282
$592K 0.03%
60,000
283
$589K 0.03%
5,376
284
$588K 0.03%
3,726
285
$583K 0.03%
2,620
+1,532
286
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12,629
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287
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1,781
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288
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3,160
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289
$568K 0.03%
9,892
+3,132
290
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41,561
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291
$559K 0.03%
8,909
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292
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8,000
293
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6,352
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294
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28,025
+354
295
$539K 0.03%
13,930
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296
$536K 0.03%
4,287
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297
$536K 0.03%
4,181
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298
$535K 0.03%
56,664
+23,315
299
$533K 0.03%
6,844
-417
300
$532K 0.03%
5,532
+257
10 11
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