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
776
$7K ﹤0.01%
+500
777
$7K ﹤0.01%
+81
778
$7K ﹤0.01%
+15
779
$7K ﹤0.01%
+103
780
$7K ﹤0.01%
+283
781
$7K ﹤0.01%
+90
782
$7K ﹤0.01%
+29
783
$7K ﹤0.01%
+45
784
$7K ﹤0.01%
+62
785
$7K ﹤0.01%
+140
786
$7K ﹤0.01%
+113
787
$7K ﹤0.01%
+268
788
$7K ﹤0.01%
+168
789
$7K ﹤0.01%
+779
790
$7K ﹤0.01%
+50
791
$7K ﹤0.01%
+78
792
$7K ﹤0.01%
+32
793
$7K ﹤0.01%
+3,000
794
$7K ﹤0.01%
+379
795
$7K ﹤0.01%
+100
796
$7K ﹤0.01%
+212
797
$7K ﹤0.01%
+230
798
$7K ﹤0.01%
+89
799
$7K ﹤0.01%
+216
800
$7K ﹤0.01%
+132
30 31
32
33 34