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
351
$69K 0.02%
+651
352
$68K 0.02%
+1,220
353
$68K 0.02%
+237
354
$67K 0.02%
+576
355
$67K 0.02%
+566
356
$66K 0.01%
+1,061
357
$66K 0.01%
+450
358
$65K 0.01%
+1,660
359
$65K 0.01%
+1,570
360
$65K 0.01%
+1,242
361
$65K 0.01%
+1,768
362
$65K 0.01%
+3,072
363
$65K 0.01%
+4,500
364
$65K 0.01%
+611
365
$64K 0.01%
+671
366
$63K 0.01%
+1,059
367
$63K 0.01%
+500
368
$63K 0.01%
+818
369
$62K 0.01%
+1,141
370
$62K 0.01%
+275
371
$62K 0.01%
+809
372
$62K 0.01%
+4,100
373
$61K 0.01%
+1,600
374
$61K 0.01%
+900
375
$61K 0.01%
+3,448
13 14
15
16 17