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
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.69M
3
+$2.91M
4
FDX icon
FedEx
FDX
+$1.93M
5
TRU icon
TransUnion
TRU
+$1.76M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.32M
4
DUK icon
Duke Energy
DUK
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.23M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.47%
4 Healthcare 5.88%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$50K 0.01%
+454
552
$50K 0.01%
+968
553
$49K 0.01%
675
554
$49K 0.01%
520
+50
555
$49K 0.01%
998
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556
$49K 0.01%
400
557
$49K 0.01%
489
+261
558
$48K 0.01%
584
+150
559
$48K 0.01%
2,448
+176
560
$48K 0.01%
946
561
$48K 0.01%
2,110
562
$48K 0.01%
597
+3
563
$48K 0.01%
345
+150
564
$47K 0.01%
633
565
$47K 0.01%
5,700
+1,250
566
$47K 0.01%
625
-376
567
$47K 0.01%
+2,925
568
$47K 0.01%
160
569
$47K 0.01%
1,657
570
$47K 0.01%
1,149
+12
571
$46K 0.01%
1,666
572
$46K 0.01%
566
+3
573
$46K 0.01%
856
-16
574
$46K 0.01%
940
+250
575
$46K 0.01%
+2,098
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