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
726
$9K ﹤0.01%
+150
727
$9K ﹤0.01%
+300
728
$9K ﹤0.01%
+157
729
$9K ﹤0.01%
+79
730
$9K ﹤0.01%
+500
731
$9K ﹤0.01%
+46
732
$9K ﹤0.01%
+63
733
$9K ﹤0.01%
+100
734
$8K ﹤0.01%
+109
735
$8K ﹤0.01%
+139
736
$8K ﹤0.01%
+209
737
$8K ﹤0.01%
+375
738
$8K ﹤0.01%
+591
739
$8K ﹤0.01%
+129
740
$8K ﹤0.01%
+200
741
$8K ﹤0.01%
+300
742
$8K ﹤0.01%
+117
743
$8K ﹤0.01%
+97
744
$8K ﹤0.01%
+1,000
745
$8K ﹤0.01%
+696
746
$8K ﹤0.01%
+446
747
$8K ﹤0.01%
+350
748
$8K ﹤0.01%
+74
749
$8K ﹤0.01%
+100
750
$8K ﹤0.01%
+75