VFA
Valeo Financial Advisors Portfolio holdings
AUM
$4.38B
1-Year Est. Return
15.61%
1 Year Est. Return
+15.61%
AUM
$4.06B
AUM Growth
+$481M
(+13%)
Holding
784
Top Buys
| 1 | +$27.4M | |
| 2 | +$21.2M | |
| 3 | +$15.4M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$11M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$10.7M |
Top Sells
| 1 | +$317M | |
| 2 | +$112M | |
| 3 | +$95.7M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$87.3M |
| 5 |
Apple
AAPL
|
+$33.1M |
Sector Composition
| 1 | Technology | 11.73% |
| 2 | Financials | 6.72% |
| 3 | Healthcare | 5.05% |
| 4 | Consumer Discretionary | 3.48% |
| 5 | Communication Services | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
Genuine Parts
GPC
$17.9B
| – | – |
-3,330
|
|
||
777
Grab
GRAB
$19.8B
| – | – |
-12,654
|
|
||
778
Goodyear
GT
$2.64B
| – | – |
-15,047
|
|
||
779
Iris Energy
IREN
$15.1B
| – | – |
-15,000
|
|
||
780
Mobileye
MBLY
$9.4B
| – | – |
-4,019
|
|
||
781
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
| – | – |
-2,358
|
|
||
782
Weyerhaeuser
WY
$18.5B
| – | – |
-9,312
|
|
||
783
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.41B
| – | – |
-5,043
|
|
||
784
Xylem
XYL
$34B
| – | – |
-1,888
|
|