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
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.69M
3
+$2.91M
4
FDX icon
FedEx
FDX
+$1.93M
5
TRU icon
TransUnion
TRU
+$1.76M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.32M
4
DUK icon
Duke Energy
DUK
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.23M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.47%
4 Healthcare 5.88%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$29K ﹤0.01%
1,784
+29
677
$29K ﹤0.01%
642
-36
678
$28K ﹤0.01%
1,122
679
$28K ﹤0.01%
244
-458
680
$28K ﹤0.01%
407
+2
681
$28K ﹤0.01%
1,370
+1,050
682
$28K ﹤0.01%
600
-2
683
$28K ﹤0.01%
862
+52
684
$27K ﹤0.01%
+1,000
685
$27K ﹤0.01%
265
+250
686
$27K ﹤0.01%
981
687
$27K ﹤0.01%
+1,500
688
$27K ﹤0.01%
164
+42
689
$27K ﹤0.01%
+300
690
$27K ﹤0.01%
2,536
691
$27K ﹤0.01%
603
692
$27K ﹤0.01%
1,450
693
$26K ﹤0.01%
451
-50
694
$26K ﹤0.01%
162
-12
695
$26K ﹤0.01%
325
-21
696
$26K ﹤0.01%
725
+302
697
$26K ﹤0.01%
1,068
698
$26K ﹤0.01%
1,200
699
$26K ﹤0.01%
1,168
-1,400
700
$26K ﹤0.01%
1,000
26 27
28
29 30