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
576
$18K ﹤0.01%
+127
577
$18K ﹤0.01%
+258
578
$18K ﹤0.01%
+663
579
$17K ﹤0.01%
+158
580
$17K ﹤0.01%
+387
581
$17K ﹤0.01%
+500
582
$17K ﹤0.01%
+251
583
$17K ﹤0.01%
+725
584
$17K ﹤0.01%
+320
585
$17K ﹤0.01%
+149
586
$17K ﹤0.01%
+406
587
$17K ﹤0.01%
+398
588
$17K ﹤0.01%
+513
589
$17K ﹤0.01%
+254
590
$17K ﹤0.01%
+205
591
$17K ﹤0.01%
+378
592
$17K ﹤0.01%
+163
593
$16K ﹤0.01%
+249
594
$16K ﹤0.01%
+241
595
$16K ﹤0.01%
+610
596
$16K ﹤0.01%
+500
597
$16K ﹤0.01%
+910
598
$16K ﹤0.01%
+35
599
$16K ﹤0.01%
+545
600
$16K ﹤0.01%
+400
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