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
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.69M
3
+$2.91M
4
FDX icon
FedEx
FDX
+$1.93M
5
TRU icon
TransUnion
TRU
+$1.76M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.32M
4
DUK icon
Duke Energy
DUK
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.23M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.47%
4 Healthcare 5.88%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$19K ﹤0.01%
400
802
$19K ﹤0.01%
2,215
+350
803
$19K ﹤0.01%
1,207
804
$19K ﹤0.01%
172
805
$19K ﹤0.01%
237
806
$19K ﹤0.01%
248
-102
807
$19K ﹤0.01%
664
808
$19K ﹤0.01%
325
-44
809
$18K ﹤0.01%
471
-113
810
$18K ﹤0.01%
+1,000
811
$18K ﹤0.01%
271
812
$18K ﹤0.01%
572
813
$18K ﹤0.01%
85
-100
814
$18K ﹤0.01%
1,348
815
$18K ﹤0.01%
910
816
$18K ﹤0.01%
270
817
$18K ﹤0.01%
299
818
$17K ﹤0.01%
315
819
$17K ﹤0.01%
524
820
$17K ﹤0.01%
415
+200
821
$17K ﹤0.01%
157
822
$17K ﹤0.01%
17
823
$17K ﹤0.01%
235
+2
824
$17K ﹤0.01%
98
825
$17K ﹤0.01%
207
31 32
33
34 35