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
376
$60K 0.01%
+1,770
377
$60K 0.01%
+1,838
378
$60K 0.01%
+389
379
$59K 0.01%
+1,700
380
$59K 0.01%
+1,117
381
$59K 0.01%
+374
382
$58K 0.01%
+1,233
383
$58K 0.01%
+1,150
384
$57K 0.01%
+1,891
385
$57K 0.01%
+1,548
386
$57K 0.01%
+3,459
387
$56K 0.01%
+2,028
388
$56K 0.01%
+611
389
$56K 0.01%
+700
390
$55K 0.01%
+380
391
$55K 0.01%
+367
392
$55K 0.01%
+500
393
$55K 0.01%
+6,000
394
$54K 0.01%
+1,185
395
$54K 0.01%
+1,600
396
$54K 0.01%
+1,190
397
$54K 0.01%
+3,784
398
$54K 0.01%
+1,203
399
$52K 0.01%
+1,378
400
$52K 0.01%
+800
14 15
16
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