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
451
$267K 0.01%
+2,769
452
$264K 0.01%
3,835
+942
453
$260K 0.01%
4,335
-93
454
$260K 0.01%
7,449
-6,730
455
$259K 0.01%
5,843
+484
456
$259K 0.01%
+8,726
457
$258K 0.01%
+2,931
458
$257K 0.01%
1,851
+197
459
$256K 0.01%
+3,750
460
$256K 0.01%
+393
461
$255K 0.01%
4,250
-204
462
$254K 0.01%
3,200
-435
463
$254K 0.01%
1,285
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464
$253K 0.01%
6,644
-151
465
$253K 0.01%
1,293
466
$253K 0.01%
+3,653
467
$252K 0.01%
+9,325
468
$252K 0.01%
5,488
+985
469
$252K 0.01%
+3,060
470
$252K 0.01%
13,900
-12
471
$250K 0.01%
4,105
+513
472
$249K 0.01%
1,648
+155
473
$247K 0.01%
4,691
+425
474
$246K 0.01%
1,641
+219
475
$244K 0.01%
2,466
17 18
19
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