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
626
$14K ﹤0.01%
+96
627
$14K ﹤0.01%
+476
628
$14K ﹤0.01%
+128
629
$14K ﹤0.01%
+8
630
$14K ﹤0.01%
+1,100
631
$14K ﹤0.01%
+285
632
$13K ﹤0.01%
+400
633
$13K ﹤0.01%
+790
634
$13K ﹤0.01%
+186
635
$13K ﹤0.01%
+280
636
$13K ﹤0.01%
+219
637
$13K ﹤0.01%
+2,524
638
$13K ﹤0.01%
+364
639
$13K ﹤0.01%
+1,120
640
$13K ﹤0.01%
+388
641
$12K ﹤0.01%
+1,024
642
$12K ﹤0.01%
+287
643
$12K ﹤0.01%
+142
644
$12K ﹤0.01%
+265
645
$12K ﹤0.01%
+159
646
$12K ﹤0.01%
+273
647
$12K ﹤0.01%
+1,300
648
$12K ﹤0.01%
+314
649
$12K ﹤0.01%
+216
650
$12K ﹤0.01%
+324
24 25
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