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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,792
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.51M
3
+$3.61M
4
D icon
Dominion Energy
D
+$2.58M
5
CAT icon
Caterpillar
CAT
+$1.82M

Top Sells

1
+$669K
2
+$654K
3
+$397K
4
WFC icon
Wells Fargo
WFC
+$385K
5
TSLA icon
Tesla
TSLA
+$368K

Sector Composition

1 Financials 8.06%
2 Technology 8.05%
3 Industrials 6.07%
4 Healthcare 5.73%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$92K 0.01%
660
+575
477
$91K 0.01%
1,202
478
$91K 0.01%
2,018
+24
479
$90K 0.01%
1,986
480
$90K 0.01%
2,321
481
$89K 0.01%
1,765
+5
482
$89K 0.01%
5,300
+2,550
483
$89K 0.01%
1,784
484
$89K 0.01%
1,527
+1,102
485
$89K 0.01%
735
-53
486
$88K 0.01%
5,083
-2,457
487
$88K 0.01%
1,425
+123
488
$88K 0.01%
+7,200
489
$88K 0.01%
1,604
490
$87K 0.01%
2,049
-789
491
$87K 0.01%
331
+190
492
$87K 0.01%
2,700
493
$87K 0.01%
4,220
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494
$87K 0.01%
1,738
-4,977
495
$86K 0.01%
1,841
-222
496
$86K 0.01%
2,487
+1,953
497
$85K 0.01%
766
-235
498
$85K 0.01%
605
499
$84K 0.01%
1,873
500
$82K 0.01%
17,300
18 19
20
21 22