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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.68M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.26M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$24.3M
2
+$6.62M
3
+$5.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.91M

Sector Composition

1 Technology 9.46%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$147K 0.01%
6,791
-1,828
377
$147K 0.01%
1,449
-1,800
378
$146K 0.01%
651
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379
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2,662
380
$145K 0.01%
2,762
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381
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5,772
382
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383
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384
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1,184
-531
385
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705
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735
+35
387
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604
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$142K 0.01%
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389
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4,858
-1,728
390
$140K 0.01%
4,118
-2,431
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394
$138K 0.01%
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395
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585
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396
$138K 0.01%
359
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397
$136K 0.01%
1,751
-18
398
$136K 0.01%
+540
399
$135K 0.01%
1,755
400
$135K 0.01%
2,374
-367
14 15
16
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