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
401
$340K 0.02%
7,908
+301
402
$335K 0.02%
+9,950
403
$330K 0.02%
6,221
404
$330K 0.02%
3,433
+173
405
$329K 0.02%
3,974
-150
406
$328K 0.02%
+6,845
407
$321K 0.02%
3,111
-85
408
$318K 0.02%
4,098
+449
409
$316K 0.02%
12,188
-8,159
410
$315K 0.02%
9,027
411
$314K 0.02%
11,877
+2,216
412
$314K 0.02%
2,505
+571
413
$314K 0.02%
+4,983
414
$313K 0.02%
+1,259
415
$312K 0.02%
79,822
+72,448
416
$310K 0.02%
+1,339
417
$309K 0.02%
1,279
+426
418
$307K 0.02%
3,717
+376
419
$307K 0.02%
1,055
420
$306K 0.02%
6,640
+893
421
$301K 0.02%
1,325
-34
422
$300K 0.02%
5,244
+1,343
423
$300K 0.02%
+5,294
424
$298K 0.02%
535
+179
425
$297K 0.02%
+1,171
15 16
17
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