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
426
$42K 0.01%
+464
427
$42K 0.01%
+2,745
428
$42K 0.01%
+572
429
$42K 0.01%
+444
430
$41K 0.01%
+420
431
$41K 0.01%
+2,000
432
$41K 0.01%
+881
433
$41K 0.01%
+675
434
$41K 0.01%
+127
435
$41K 0.01%
+1,593
436
$41K 0.01%
+1,250
437
$40K 0.01%
+864
438
$40K 0.01%
+476
439
$40K 0.01%
+4,261
440
$40K 0.01%
+724
441
$39K 0.01%
+2,255
442
$39K 0.01%
+1,302
443
$39K 0.01%
+257
444
$39K 0.01%
+657
445
$39K 0.01%
+500
446
$38K 0.01%
+1,950
447
$38K 0.01%
+169
448
$38K 0.01%
+2,570
449
$38K 0.01%
+694
450
$38K 0.01%
+201
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