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
351
$413K 0.02%
23,560
352
$412K 0.02%
1,734
+785
353
$411K 0.02%
1,069
+347
354
$410K 0.02%
7,240
+750
355
$409K 0.02%
914
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356
$402K 0.02%
4,804
+154
357
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14,375
358
$398K 0.02%
6,865
-161
359
$396K 0.02%
1,274
+243
360
$393K 0.02%
25,699
+20,001
361
$393K 0.02%
29,735
+6,565
362
$390K 0.02%
4,776
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363
$389K 0.02%
19,998
+10,987
364
$388K 0.02%
710
+33
365
$388K 0.02%
5,854
+1,986
366
$384K 0.02%
1,530
-23
367
$384K 0.02%
4,683
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368
$379K 0.02%
7,253
-1,748
369
$378K 0.02%
16,882
+7,388
370
$378K 0.02%
34,568
+19,512
371
$376K 0.02%
1,253
+576
372
$375K 0.02%
+8,220
373
$374K 0.02%
5,638
+2,533
374
$374K 0.02%
3,639
+1,319
375
$373K 0.02%
4,605
13 14
15
16 17