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
551
$20K ﹤0.01%
+334
552
$20K ﹤0.01%
+800
553
$20K ﹤0.01%
+503
554
$19K ﹤0.01%
+171
555
$19K ﹤0.01%
+1,489
556
$19K ﹤0.01%
+733
557
$19K ﹤0.01%
+330
558
$19K ﹤0.01%
+500
559
$19K ﹤0.01%
+405
560
$19K ﹤0.01%
+425
561
$19K ﹤0.01%
+175
562
$19K ﹤0.01%
+165
563
$19K ﹤0.01%
+403
564
$19K ﹤0.01%
+246
565
$19K ﹤0.01%
+229
566
$19K ﹤0.01%
+411
567
$18K ﹤0.01%
+750
568
$18K ﹤0.01%
+162
569
$18K ﹤0.01%
+250
570
$18K ﹤0.01%
+200
571
$18K ﹤0.01%
+727
572
$18K ﹤0.01%
+400
573
$18K ﹤0.01%
+290
574
$18K ﹤0.01%
+2,713
575
$18K ﹤0.01%
+1,048
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