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
376
$372K 0.02%
+6,288
377
$371K 0.02%
16,258
-6,250
378
$371K 0.02%
2,296
+427
379
$369K 0.02%
7,356
+1,183
380
$367K 0.02%
763
+108
381
$365K 0.02%
5,199
+542
382
$361K 0.02%
14,647
-672
383
$359K 0.02%
8,564
+3,632
384
$358K 0.02%
+1,618
385
$358K 0.02%
6,450
+1,549
386
$358K 0.02%
8,480
+825
387
$355K 0.02%
2,058
+621
388
$354K 0.02%
7,722
-1,262
389
$353K 0.02%
2,868
+187
390
$351K 0.02%
6,072
+3,461
391
$349K 0.02%
+8,260
392
$344K 0.02%
13,057
+7,140
393
$344K 0.02%
1,649
-35
394
$343K 0.02%
2,615
+99
395
$342K 0.02%
697
+127
396
$342K 0.02%
10,020
+2,010
397
$342K 0.02%
5,162
+95
398
$341K 0.02%
2,465
+371
399
$341K 0.02%
6,792
+1,045
400
$341K 0.02%
+3,654
14 15
16
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