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
676
$11K ﹤0.01%
+100
677
$11K ﹤0.01%
+264
678
$11K ﹤0.01%
+202
679
$11K ﹤0.01%
+225
680
$11K ﹤0.01%
+91
681
$11K ﹤0.01%
+392
682
$11K ﹤0.01%
+363
683
$11K ﹤0.01%
+185
684
$11K ﹤0.01%
+154
685
$11K ﹤0.01%
+288
686
$10K ﹤0.01%
+167
687
$10K ﹤0.01%
+198
688
$10K ﹤0.01%
+51
689
$10K ﹤0.01%
+304
690
$10K ﹤0.01%
+5,420
691
$10K ﹤0.01%
+750
692
$10K ﹤0.01%
+113
693
$10K ﹤0.01%
+119
694
$10K ﹤0.01%
+287
695
$10K ﹤0.01%
+435
696
$10K ﹤0.01%
+54
697
$10K ﹤0.01%
+100
698
$10K ﹤0.01%
+260
699
$10K ﹤0.01%
+87
700
$10K ﹤0.01%
+200
26 27
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