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VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.18B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$623M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.14M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.07M
5
ALK icon
Alaska Air
ALK
+$1.42M

Top Sells

1
+$3.09M
2
+$1.31M
3
+$1.27M
4
AMGN icon
Amgen
AMGN
+$1.25M
5
EMR icon
Emerson Electric
EMR
+$1.16M

Sector Composition

1 Financials 10.42%
2 Technology 6.74%
3 Healthcare 6.32%
4 Industrials 5.72%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$14K ﹤0.01%
65
+35
827
$14K ﹤0.01%
+300
828
$14K ﹤0.01%
+475
829
$14K ﹤0.01%
242
+155
830
$14K ﹤0.01%
190
-1,000
831
$14K ﹤0.01%
262
+218
832
$14K ﹤0.01%
202
-241
833
$14K ﹤0.01%
178
+87
834
$14K ﹤0.01%
+283
835
$14K ﹤0.01%
804
-3,499
836
$14K ﹤0.01%
385
+207
837
$14K ﹤0.01%
242
-186
838
$14K ﹤0.01%
1,000
839
$14K ﹤0.01%
145
+33
840
$14K ﹤0.01%
216
-4
841
$14K ﹤0.01%
109
+75
842
$14K ﹤0.01%
1,000
843
$14K ﹤0.01%
281
844
$14K ﹤0.01%
405
+6
845
$14K ﹤0.01%
212
846
$13K ﹤0.01%
121
+92
847
$13K ﹤0.01%
224
848
$13K ﹤0.01%
+555
849
$13K ﹤0.01%
138
+1
850
$13K ﹤0.01%
750
32 33
34
35 36