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
$436M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1 +$76.6M
2 +$28.3M
3 +$13.2M
4
AAPL icon
Apple
AAPL
+$11.9M
5
JPM icon
JPMorgan Chase
JPM
+$8.56M

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
801
$7K ﹤0.01%
+171
802
$7K ﹤0.01%
+170
803
$7K ﹤0.01%
+268
804
$7K ﹤0.01%
+168
805
$7K ﹤0.01%
+779
806
$6K ﹤0.01%
+10
807
$6K ﹤0.01%
+122
808
$6K ﹤0.01%
+51
809
$6K ﹤0.01%
+296
810
$6K ﹤0.01%
+79
811
$6K ﹤0.01%
+1,025
812
$6K ﹤0.01%
+114
813
$6K ﹤0.01%
+65
814
$6K ﹤0.01%
+420
815
$6K ﹤0.01%
+125
816
$6K ﹤0.01%
+289
817
$6K ﹤0.01%
+160
818
$6K ﹤0.01%
+160
819
$6K ﹤0.01%
+260
820
$6K ﹤0.01%
+157
821
$6K ﹤0.01%
+194
822
$6K ﹤0.01%
+188
823
$6K ﹤0.01%
+297
824
$6K ﹤0.01%
+281
825
$6K ﹤0.01%
+130