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
451
$37K 0.01%
+1,250
452
$37K 0.01%
+1,122
453
$37K 0.01%
+496
454
$37K 0.01%
+307
455
$37K 0.01%
+1,375
456
$37K 0.01%
+4,427
457
$37K 0.01%
+347
458
$36K 0.01%
+1,500
459
$36K 0.01%
+1,000
460
$36K 0.01%
+1,500
461
$36K 0.01%
+300
462
$36K 0.01%
+719
463
$36K 0.01%
+13,500
464
$35K 0.01%
+1,292
465
$34K 0.01%
+800
466
$34K 0.01%
+948
467
$34K 0.01%
+1,046
468
$34K 0.01%
+626
469
$34K 0.01%
+529
470
$34K 0.01%
+430
471
$34K 0.01%
+1,690
472
$34K 0.01%
+3,527
473
$34K 0.01%
+1,753
474
$33K 0.01%
+832
475
$33K 0.01%
+276
17 18
19
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