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
726
$9K ﹤0.01%
+93
727
$9K ﹤0.01%
+516
728
$9K ﹤0.01%
+89
729
$9K ﹤0.01%
+250
730
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+290
731
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732
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+1,000
733
$9K ﹤0.01%
+100
734
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735
$8K ﹤0.01%
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736
$8K ﹤0.01%
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738
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739
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740
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744
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746
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748
$8K ﹤0.01%
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$8K ﹤0.01%
+300
750
$8K ﹤0.01%
+75