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
476
$33K 0.01%
+231
477
$33K 0.01%
+1,450
478
$32K 0.01%
+240
479
$32K 0.01%
+669
480
$32K 0.01%
+1,149
481
$32K 0.01%
+1,764
482
$32K 0.01%
+288
483
$31K 0.01%
+358
484
$31K 0.01%
+491
485
$31K 0.01%
+568
486
$31K 0.01%
+455
487
$31K 0.01%
+5,202
488
$31K 0.01%
+350
489
$31K 0.01%
+301
490
$30K 0.01%
+1,056
491
$30K 0.01%
+200
492
$30K 0.01%
+856
493
$30K 0.01%
+1,407
494
$30K 0.01%
+6,680
495
$30K 0.01%
+610
496
$30K 0.01%
+2,952
497
$30K 0.01%
+200
498
$30K 0.01%
+20
499
$29K 0.01%
+500
500
$29K 0.01%
+186
18 19
20
21 22