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
751
$8K ﹤0.01%
+182
752
$8K ﹤0.01%
+300
753
$8K ﹤0.01%
+75
754
$8K ﹤0.01%
+388
755
$8K ﹤0.01%
+100
756
$8K ﹤0.01%
+150
757
$8K ﹤0.01%
+200
758
$8K ﹤0.01%
+410
759
$8K ﹤0.01%
+197
760
$8K ﹤0.01%
+216
761
$8K ﹤0.01%
+33
762
$8K ﹤0.01%
+138
763
$8K ﹤0.01%
+84
764
$8K ﹤0.01%
+100
765
$8K ﹤0.01%
+9
766
$8K ﹤0.01%
+189
767
$8K ﹤0.01%
+385
768
$8K ﹤0.01%
+300
769
$8K ﹤0.01%
+273
770
$8K ﹤0.01%
+67
771
$8K ﹤0.01%
+2,000
772
$7K ﹤0.01%
+175
773
$7K ﹤0.01%
+270
774
$7K ﹤0.01%
+454
775
$7K ﹤0.01%
+35
29 30
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32 33