VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$76.6M
2
+$28.3M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.9M
5
JPM icon
JPMorgan Chase
JPM
+$8.56M

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%
+750
687
$10K ﹤0.01%
+113
688
$10K ﹤0.01%
+119
689
$10K ﹤0.01%
+287
690
$10K ﹤0.01%
+435
691
$10K ﹤0.01%
+54
692
$10K ﹤0.01%
+100
693
$10K ﹤0.01%
+260
694
$10K ﹤0.01%
+87
695
$10K ﹤0.01%
+200
696
$10K ﹤0.01%
+243
697
$10K ﹤0.01%
+1,020
698
$10K ﹤0.01%
+696
699
$10K ﹤0.01%
+167
700
$10K ﹤0.01%
+198
26 27
28
29 30