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
51
$1.96M 0.44%
+15,684
52
$1.93M 0.44%
+13,643
53
$1.91M 0.43%
+17,220
54
$1.84M 0.42%
+34,316
55
$1.82M 0.41%
+21,748
56
$1.72M 0.39%
+36,145
57
$1.68M 0.38%
+27,422
58
$1.67M 0.38%
+26,298
59
$1.61M 0.37%
+21,080
60
$1.59M 0.36%
+46,687
61
$1.58M 0.36%
+29,516
62
$1.55M 0.35%
+53,771
63
$1.54M 0.35%
+9,853
64
$1.52M 0.34%
+20,835
65
$1.52M 0.34%
+12,911
66
$1.48M 0.33%
+2,002
67
$1.43M 0.32%
+33,400
68
$1.41M 0.32%
+10,691
69
$1.35M 0.31%
+8,371
70
$1.33M 0.3%
+35,065
71
$1.29M 0.29%
+28,758
72
$1.25M 0.28%
+9,632
73
$1.2M 0.27%
+10,033
74
$1.2M 0.27%
+7,112
75
$1.18M 0.27%
+18,010
1 2
3
4 5