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
326
$80K 0.02%
+963
327
$79K 0.02%
+3,250
328
$79K 0.02%
+4,370
329
$79K 0.02%
+1,328
330
$78K 0.02%
+6,290
331
$77K 0.02%
+1,449
332
$76K 0.02%
+1,000
333
$76K 0.02%
+917
334
$76K 0.02%
+1,986
335
$76K 0.02%
+650
336
$75K 0.02%
+1,556
337
$74K 0.02%
+840
338
$74K 0.02%
+3,004
339
$74K 0.02%
+1,141
340
$73K 0.02%
+1,288
341
$72K 0.02%
+1,082
342
$72K 0.02%
+1,395
343
$71K 0.02%
+463
344
$71K 0.02%
+1,600
345
$71K 0.02%
+642
346
$70K 0.02%
+2,075
347
$70K 0.02%
+900
348
$70K 0.02%
+4,527
349
$70K 0.02%
+500
350
$69K 0.02%
+2,005
12 13
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