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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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$36K ﹤0.01%
313
-38
727
$36K ﹤0.01%
2,277
+897
728
$36K ﹤0.01%
1,302
-112
729
$36K ﹤0.01%
460
730
$36K ﹤0.01%
1,959
-1,245
731
$36K ﹤0.01%
1,005
-664
732
$36K ﹤0.01%
780
-148
733
$36K ﹤0.01%
423
-48
734
$36K ﹤0.01%
1,669
735
$35K ﹤0.01%
800
736
$35K ﹤0.01%
679
+38
737
$35K ﹤0.01%
517
+420
738
$35K ﹤0.01%
476
+28
739
$35K ﹤0.01%
225
740
$35K ﹤0.01%
584
-778
741
$35K ﹤0.01%
1,658
742
$35K ﹤0.01%
1,693
+1,597
743
$34K ﹤0.01%
539
744
$34K ﹤0.01%
290
745
$34K ﹤0.01%
2,900
-3,317
746
$34K ﹤0.01%
450
747
$34K ﹤0.01%
1,342
-342
748
$34K ﹤0.01%
494
749
$34K ﹤0.01%
4,000
750
$34K ﹤0.01%
+400
28 29
30
31 32