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 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$19K ﹤0.01%
+11,216
577
$18K ﹤0.01%
7
578
$15K ﹤0.01%
+11,252
579
$14K ﹤0.01%
+13,715
580
$14K ﹤0.01%
+13,632
581
$13K ﹤0.01%
+12,903
582
– –
0
583
$6K ﹤0.01%
+13,606
584
$5K ﹤0.01%
990
585
– –
-895
586
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587
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588
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589
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-7,650
590
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-184,998
591
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-2,345
592
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593
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594
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595
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596
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597
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-570
598
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599
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0
600
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-5,223
22 23
24
25 26