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
651
$12K ﹤0.01%
+801
652
$12K ﹤0.01%
+750
653
$12K ﹤0.01%
+147
654
$12K ﹤0.01%
+165
655
$12K ﹤0.01%
+90
656
$12K ﹤0.01%
+149
657
$12K ﹤0.01%
+692
658
$12K ﹤0.01%
+247
659
$12K ﹤0.01%
+150
660
$12K ﹤0.01%
+135
661
$12K ﹤0.01%
+118
662
$12K ﹤0.01%
+249
663
$12K ﹤0.01%
+374
664
$12K ﹤0.01%
+723
665
$12K ﹤0.01%
+125
666
$12K ﹤0.01%
+755
667
$12K ﹤0.01%
+351
668
$11K ﹤0.01%
+194
669
$11K ﹤0.01%
+134
670
$11K ﹤0.01%
+200
671
$11K ﹤0.01%
+6,000
672
$11K ﹤0.01%
+200
673
$11K ﹤0.01%
+178
674
$11K ﹤0.01%
+95
675
$11K ﹤0.01%
+200
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