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%
+270
777
$7K ﹤0.01%
+454
778
$7K ﹤0.01%
+15
779
$7K ﹤0.01%
+268
780
$7K ﹤0.01%
+168
781
$7K ﹤0.01%
+779
782
$7K ﹤0.01%
+50
783
$7K ﹤0.01%
+35
784
$7K ﹤0.01%
+500
785
$7K ﹤0.01%
+81
786
$7K ﹤0.01%
+103
787
$7K ﹤0.01%
+283
788
$7K ﹤0.01%
+90
789
$7K ﹤0.01%
+29
790
$7K ﹤0.01%
+45
791
$7K ﹤0.01%
+62
792
$7K ﹤0.01%
+78
793
$7K ﹤0.01%
+32
794
$7K ﹤0.01%
+3,000
795
$7K ﹤0.01%
+379
796
$7K ﹤0.01%
+140
797
$7K ﹤0.01%
+100
798
$7K ﹤0.01%
+113
799
$7K ﹤0.01%
+212
800
$7K ﹤0.01%
+230
30 31
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