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
426
$295K 0.02%
1,399
-10
427
$294K 0.01%
1,777
+309
428
$294K 0.01%
6,572
+780
429
$292K 0.01%
+2,475
430
$291K 0.01%
2,920
+219
431
$291K 0.01%
+9,666
432
$289K 0.01%
5,000
433
$289K 0.01%
+13,000
434
$288K 0.01%
853
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435
$288K 0.01%
5,704
-2,835
436
$286K 0.01%
+1,922
437
$286K 0.01%
2,437
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438
$284K 0.01%
3,569
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439
$283K 0.01%
3,223
-4,659
440
$283K 0.01%
7,745
+1,555
441
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-41
442
$278K 0.01%
+2,480
443
$277K 0.01%
1,108
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444
$274K 0.01%
3,462
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445
$274K 0.01%
2,930
+36
446
$273K 0.01%
2,166
+79
447
$273K 0.01%
10,866
+389
448
$272K 0.01%
+11,405
449
$269K 0.01%
+4,608
450
$269K 0.01%
3,230
16 17
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