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
526
$24K 0.01%
+1,013
527
$24K 0.01%
+950
528
$23K 0.01%
+529
529
$23K 0.01%
+834
530
$23K 0.01%
+125
531
$23K 0.01%
+1,000
532
$23K 0.01%
+2,040
533
$23K 0.01%
+469
534
$23K 0.01%
+500
535
$23K 0.01%
+277
536
$22K 0.01%
+1,170
537
$22K 0.01%
+166
538
$22K 0.01%
+700
539
$22K 0.01%
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540
$22K 0.01%
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541
$22K 0.01%
+170
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$21K ﹤0.01%
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543
$21K ﹤0.01%
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544
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545
$20K ﹤0.01%
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546
$20K ﹤0.01%
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547
$20K ﹤0.01%
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548
$20K ﹤0.01%
+1,053
549
$20K ﹤0.01%
+500
550
$20K ﹤0.01%
+607
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