VFA
Valeo Financial Advisors Portfolio holdings
AUM
$4.38B
1-Year Est. Return
15.61%
1 Year Est. Return
+15.61%
AUM
$4.38B
AUM Growth
+$319M
(+7.9%)
Holding
832
Top Buys
| 1 | +$11M | |
| 2 | +$8.5M | |
| 3 | +$7.56M | |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$7.43M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$6.75M |
Top Sells
| 1 | +$84.1M | |
| 2 | +$76M | |
| 3 | +$37.1M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$18.7M |
| 5 |
Old National Bancorp
ONB
|
+$15.9M |
Sector Composition
| 1 | Technology | 12.18% |
| 2 | Financials | 5.98% |
| 3 | Healthcare | 4.85% |
| 4 | Communication Services | 3.59% |
| 5 | Consumer Discretionary | 3.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Revvity
RVTY
$11.8B
| – | – |
-2,255
|
|
||
827
United Microelectronic
UMC
$19.3B
| – | – |
-10,683
|
|
||
828
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$283M
| – | – |
-30,000
|
|
||
829
Yum China
YUMC
$17.3B
| – | – |
-6,167
|
|
||
|
ETH
830
Grayscale Ethereum Mini Trust ETF
ETH
$2.22B
| – | – |
-15,944
|
|
||
|
SMC
831
Summit Midstream
SMC
$310M
| – | – |
-9,418
|
|
||
|
GRNY
832
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.73B
| – | – |
-26,621
|
|