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
$2.48B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
689
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$5.24M
3
+$3.87M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.43M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.63M

Top Sells

1
+$119M
2
+$27M
3
+$7.27M
4
FNA
Paragon 28, Inc.
FNA
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.94M

Sector Composition

1 Technology 11.78%
2 Financials 7.23%
3 Healthcare 6.52%
4 Consumer Discretionary 4.33%
5 Industrials 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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14,683
627
$27.5K ﹤0.01%
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628
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630
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10,000
-110,699
631
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632
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633
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634
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24 25
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