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

Top Buys

1
+$78.1M
2
+$28.5M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.8M
5
JPM icon
JPMorgan Chase
JPM
+$8.87M

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%
+89
802
$7K ﹤0.01%
+216
803
$7K ﹤0.01%
+132
804
$7K ﹤0.01%
+30
805
$7K ﹤0.01%
+170
806
$6K ﹤0.01%
+255
807
$6K ﹤0.01%
+33
808
$6K ﹤0.01%
+160
809
$6K ﹤0.01%
+260
810
$6K ﹤0.01%
+157
811
$6K ﹤0.01%
+194
812
$6K ﹤0.01%
+122
813
$6K ﹤0.01%
+112
814
$6K ﹤0.01%
+125
815
$6K ﹤0.01%
+500
816
$6K ﹤0.01%
+12
817
$6K ﹤0.01%
+1,025
818
$6K ﹤0.01%
+160
819
$6K ﹤0.01%
+51
820
$6K ﹤0.01%
+296
821
$6K ﹤0.01%
+79
822
$6K ﹤0.01%
+114
823
$6K ﹤0.01%
+65
824
$6K ﹤0.01%
+420
825
$6K ﹤0.01%
+125
31 32
33
34 35