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
701
$10K ﹤0.01%
+51
702
$10K ﹤0.01%
+304
703
$10K ﹤0.01%
+5,420
704
$10K ﹤0.01%
+82
705
$9K ﹤0.01%
+171
706
$9K ﹤0.01%
+1,000
707
$9K ﹤0.01%
+100
708
$9K ﹤0.01%
+175
709
$9K ﹤0.01%
+89
710
$9K ﹤0.01%
+250
711
$9K ﹤0.01%
+1,400
712
$9K ﹤0.01%
+60
713
$9K ﹤0.01%
+1,500
714
$9K ﹤0.01%
+990
715
$9K ﹤0.01%
+1,000
716
$9K ﹤0.01%
+189
717
$9K ﹤0.01%
+150
718
$9K ﹤0.01%
+300
719
$9K ﹤0.01%
+157
720
$9K ﹤0.01%
+79
721
$9K ﹤0.01%
+500
722
$9K ﹤0.01%
+46
723
$9K ﹤0.01%
+63
724
$9K ﹤0.01%
+67
725
$9K ﹤0.01%
+1,340
27 28
29
30 31