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
476
$244K 0.01%
1,884
+81
477
$240K 0.01%
+5,646
478
$236K 0.01%
985
+29
479
$234K 0.01%
9,370
+333
480
$234K 0.01%
10,713
+548
481
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+1,714
482
$234K 0.01%
14,079
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483
$233K 0.01%
932
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484
$231K 0.01%
2,080
485
$231K 0.01%
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486
$230K 0.01%
553,450
+125,000
487
$229K 0.01%
+4,611
488
$228K 0.01%
919
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489
$227K 0.01%
3,284
-2,020
490
$226K 0.01%
1,078
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491
$226K 0.01%
8,006
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$225K 0.01%
15,093
493
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755
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494
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+1,734
495
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+1,870
496
$222K 0.01%
6,045
497
$220K 0.01%
+2,432
498
$219K 0.01%
5,900
-1,000
499
$218K 0.01%
+2,400
500
$218K 0.01%
4,245
-1,308
18 19
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