VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$31K ﹤0.01%
4,952
-6,000
777
$31K ﹤0.01%
1,883
-661
778
$31K ﹤0.01%
144
-45
779
$31K ﹤0.01%
724
+18
780
$30K ﹤0.01%
277
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781
$30K ﹤0.01%
254
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782
$30K ﹤0.01%
1,270
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783
$30K ﹤0.01%
5,774
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784
$30K ﹤0.01%
1,000
785
$30K ﹤0.01%
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786
$30K ﹤0.01%
560
787
$30K ﹤0.01%
301
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788
$30K ﹤0.01%
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789
$30K ﹤0.01%
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$30K ﹤0.01%
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$30K ﹤0.01%
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$29K ﹤0.01%
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795
$29K ﹤0.01%
428
796
$29K ﹤0.01%
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$29K ﹤0.01%
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798
$29K ﹤0.01%
2,614
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799
$29K ﹤0.01%
3,252
+552
800
$28K ﹤0.01%
198
-78
30 31
32
33 34