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
601
$15K ﹤0.01%
+3,095
602
$15K ﹤0.01%
+920
603
$15K ﹤0.01%
+245
604
$15K ﹤0.01%
+853
605
$15K ﹤0.01%
+363
606
$15K ﹤0.01%
+913
607
$15K ﹤0.01%
+130
608
$15K ﹤0.01%
+270
609
$15K ﹤0.01%
+328
610
$15K ﹤0.01%
+832
611
$15K ﹤0.01%
+1,140
612
$15K ﹤0.01%
+376
613
$15K ﹤0.01%
+232
614
$15K ﹤0.01%
+373
615
$15K ﹤0.01%
+786
616
$15K ﹤0.01%
+211
617
$15K ﹤0.01%
+1,044
618
$14K ﹤0.01%
+157
619
$14K ﹤0.01%
+300
620
$14K ﹤0.01%
+248
621
$14K ﹤0.01%
+357
622
$14K ﹤0.01%
+350
623
$14K ﹤0.01%
+364
624
$14K ﹤0.01%
+442
625
$14K ﹤0.01%
+1,000
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