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
401
$52K 0.01%
+565
402
$51K 0.01%
+1,004
403
$51K 0.01%
+400
404
$50K 0.01%
+532
405
$50K 0.01%
+2,523
406
$49K 0.01%
+4,810
407
$49K 0.01%
+909
408
$49K 0.01%
+1,571
409
$48K 0.01%
+624
410
$48K 0.01%
+1,682
411
$48K 0.01%
+970
412
$47K 0.01%
+784
413
$46K 0.01%
+471
414
$46K 0.01%
+1,225
415
$46K 0.01%
+350
416
$45K 0.01%
+330
417
$45K 0.01%
+1,100
418
$45K 0.01%
+1,700
419
$44K 0.01%
+2,930
420
$44K 0.01%
+470
421
$43K 0.01%
+2,000
422
$43K 0.01%
+210
423
$42K 0.01%
+523
424
$42K 0.01%
+1,012
425
$42K 0.01%
+577
15 16
17
18 19