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VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.18B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$623M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.14M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.07M
5
ALK icon
Alaska Air
ALK
+$1.42M

Top Sells

1
+$3.09M
2
+$1.31M
3
+$1.27M
4
AMGN icon
Amgen
AMGN
+$1.25M
5
EMR icon
Emerson Electric
EMR
+$1.16M

Sector Composition

1 Financials 10.42%
2 Technology 6.74%
3 Healthcare 6.32%
4 Industrials 5.72%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$19K ﹤0.01%
625
727
$19K ﹤0.01%
418
+338
728
$19K ﹤0.01%
500
729
$19K ﹤0.01%
323
+1
730
$19K ﹤0.01%
131
-34
731
$19K ﹤0.01%
230
+11
732
$19K ﹤0.01%
376
+167
733
$19K ﹤0.01%
468
+235
734
$18K ﹤0.01%
423
+278
735
$18K ﹤0.01%
187
+85
736
$18K ﹤0.01%
733
737
$18K ﹤0.01%
+329
738
$18K ﹤0.01%
512
+6
739
$18K ﹤0.01%
53
740
$18K ﹤0.01%
704
741
$18K ﹤0.01%
175
742
$18K ﹤0.01%
1,000
743
$18K ﹤0.01%
289
744
$18K ﹤0.01%
216
745
$18K ﹤0.01%
632
+470
746
$18K ﹤0.01%
+400
747
$18K ﹤0.01%
521
+484
748
$17K ﹤0.01%
193
-26
749
$17K ﹤0.01%
164
-42
750
$17K ﹤0.01%
162
-38
28 29
30
31 32