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
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.69M
3
+$2.91M
4
FDX icon
FedEx
FDX
+$1.93M
5
TRU icon
TransUnion
TRU
+$1.76M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.32M
4
DUK icon
Duke Energy
DUK
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.23M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.47%
4 Healthcare 5.88%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$21K ﹤0.01%
290
777
$21K ﹤0.01%
1,000
778
$20K ﹤0.01%
571
+16
779
$20K ﹤0.01%
210
780
$20K ﹤0.01%
416
781
$20K ﹤0.01%
80
782
$20K ﹤0.01%
161
783
$20K ﹤0.01%
330
784
$20K ﹤0.01%
150
785
$20K ﹤0.01%
50
786
$20K ﹤0.01%
340
787
$20K ﹤0.01%
470
788
$20K ﹤0.01%
1,000
789
$20K ﹤0.01%
674
+29
790
$20K ﹤0.01%
836
-500
791
$20K ﹤0.01%
1,400
792
$20K ﹤0.01%
+500
793
$20K ﹤0.01%
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794
$19K ﹤0.01%
376
795
$19K ﹤0.01%
138
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796
$19K ﹤0.01%
+1,003
797
$19K ﹤0.01%
172
798
$19K ﹤0.01%
332
-1,252
799
$19K ﹤0.01%
120
+21
800
$19K ﹤0.01%
329
30 31
32
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