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
551
$71K ﹤0.01%
40,000
552
$69K ﹤0.01%
9,167
-3,333
553
$69K ﹤0.01%
+390
554
$68K ﹤0.01%
+36,677
555
$62K ﹤0.01%
1,257
+724
556
$61K ﹤0.01%
+2,220
557
$55K ﹤0.01%
+2,502
558
$50K ﹤0.01%
2,267
+100
559
$49K ﹤0.01%
+10,572
560
$49K ﹤0.01%
+14,598
561
$48K ﹤0.01%
1,727
562
$47K ﹤0.01%
10,000
563
$47K ﹤0.01%
+27,314
564
$45K ﹤0.01%
19,473
+5,000
565
$41K ﹤0.01%
+17,482
566
$34K ﹤0.01%
+10,457
567
$34K ﹤0.01%
833
568
$32K ﹤0.01%
1,875
569
$31K ﹤0.01%
+10,600
570
$30K ﹤0.01%
+26,542
571
$27K ﹤0.01%
1,564
572
$25K ﹤0.01%
150
573
$24K ﹤0.01%
+24,157
574
$23K ﹤0.01%
+2,733
575
$22K ﹤0.01%
+22,044
21 22
23
24 25