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
501
$29K 0.01%
+600
502
$29K 0.01%
+1,056
503
$28K 0.01%
+324
504
$28K 0.01%
+325
505
$28K 0.01%
+1,000
506
$28K 0.01%
+1,027
507
$28K 0.01%
+435
508
$28K 0.01%
+260
509
$27K 0.01%
+2,938
510
$27K 0.01%
+1,853
511
$27K 0.01%
+357
512
$27K 0.01%
+741
513
$27K 0.01%
+700
514
$27K 0.01%
+1,925
515
$27K 0.01%
+19,750
516
$27K 0.01%
+1,250
517
$25K 0.01%
+334
518
$25K 0.01%
+532
519
$25K 0.01%
+536
520
$24K 0.01%
+1,180
521
$24K 0.01%
+1,009
522
$24K 0.01%
+397
523
$24K 0.01%
+517
524
$24K 0.01%
+499
525
$24K 0.01%
+977
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