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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.59M
3
+$4.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.05M

Top Sells

1
+$2.27M
2
+$2M
3
+$998K
4
TSLA icon
Tesla
TSLA
+$950K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$863K

Sector Composition

1 Technology 9.31%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.43%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$39K ﹤0.01%
3,606
777
$39K ﹤0.01%
+2,000
778
$39K ﹤0.01%
174
-450
779
$39K ﹤0.01%
1,414
+13
780
$39K ﹤0.01%
527
+22
781
$39K ﹤0.01%
1,009
+5
782
$39K ﹤0.01%
315
+213
783
$38K ﹤0.01%
413
+69
784
$38K ﹤0.01%
856
785
$38K ﹤0.01%
+1,900
786
$38K ﹤0.01%
+890
787
$38K ﹤0.01%
641
+441
788
$38K ﹤0.01%
529
+29
789
$38K ﹤0.01%
169
+100
790
$38K ﹤0.01%
272
+155
791
$37K ﹤0.01%
492
+52
792
$37K ﹤0.01%
745
793
$37K ﹤0.01%
2,496
-12
794
$37K ﹤0.01%
2,244
-986
795
$36K ﹤0.01%
2,000
796
$36K ﹤0.01%
3,331
797
$36K ﹤0.01%
1,122
798
$36K ﹤0.01%
813
799
$36K ﹤0.01%
4,906
+1,968
800
$36K ﹤0.01%
181
+24
30 31
32
33 34