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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
751
$17K ﹤0.01%
404
+41
752
$17K ﹤0.01%
150
753
$17K ﹤0.01%
330
754
$17K ﹤0.01%
+800
755
$17K ﹤0.01%
708
-26
756
$17K ﹤0.01%
348
+254
757
$17K ﹤0.01%
545
758
$17K ﹤0.01%
497
+2
759
$17K ﹤0.01%
467
+324
760
$17K ﹤0.01%
229
+29
761
$17K ﹤0.01%
284
+250
762
$17K ﹤0.01%
+14
763
$17K ﹤0.01%
7
-1
764
$17K ﹤0.01%
500
765
$17K ﹤0.01%
342
-6
766
$17K ﹤0.01%
1,100
767
$17K ﹤0.01%
84
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768
$17K ﹤0.01%
716
-48
769
$17K ﹤0.01%
211
+94
770
$17K ﹤0.01%
61
+38
771
$17K ﹤0.01%
360
772
$17K ﹤0.01%
994
+97
773
$17K ﹤0.01%
376
774
$17K ﹤0.01%
49
+41
775
$16K ﹤0.01%
383
-17
29 30
31
32 33