VFA
Valeo Financial Advisors Portfolio holdings
AUM
$4.15B
1-Year Return
13.56%
This Quarter Return
+5.03%
1 Year Return
+13.56%
3 Year Return
+63.32%
5 Year Return
+103.43%
10 Year Return
–
AUM
$436M
AUM Growth
–
Cap. Flow
+$436M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.87%
Holding
1,246
New
1,194
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$78.1M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$28.5M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$13.2M |
| 4 |
Apple
AAPL
|
+$11.8M |
| 5 |
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% |
