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
301
$93K 0.02%
+375
302
$92K 0.02%
+2,269
303
$91K 0.02%
+1,434
304
$90K 0.02%
+1,424
305
$89K 0.02%
+1,582
306
$88K 0.02%
+370
307
$88K 0.02%
+581
308
$88K 0.02%
+1,123
309
$88K 0.02%
+4,689
310
$88K 0.02%
+2,212
311
$87K 0.02%
+1,572
312
$87K 0.02%
+2,888
313
$87K 0.02%
+700
314
$87K 0.02%
+3,013
315
$85K 0.02%
+1,326
316
$85K 0.02%
+1,324
317
$85K 0.02%
+2,196
318
$84K 0.02%
+1,253
319
$84K 0.02%
+2,166
320
$82K 0.02%
+14,700
321
$82K 0.02%
+546
322
$82K 0.02%
+2,882
323
$81K 0.02%
+1,784
324
$81K 0.02%
+3,785
325
$80K 0.02%
+1,701
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