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
826
$16K ﹤0.01%
257
-10
827
$16K ﹤0.01%
63
+17
828
$16K ﹤0.01%
16,500
829
$16K ﹤0.01%
456
830
$16K ﹤0.01%
920
831
$16K ﹤0.01%
8
832
$16K ﹤0.01%
350
-30
833
$16K ﹤0.01%
1,306
834
$16K ﹤0.01%
189
835
$16K ﹤0.01%
230
836
$16K ﹤0.01%
171
837
$16K ﹤0.01%
142
-5
838
$16K ﹤0.01%
438
839
$16K ﹤0.01%
230
840
$16K ﹤0.01%
545
841
$16K ﹤0.01%
620
+154
842
$16K ﹤0.01%
189
843
$16K ﹤0.01%
550
844
$16K ﹤0.01%
341
-464
845
$16K ﹤0.01%
143
-72
846
$15K ﹤0.01%
1,050
847
$15K ﹤0.01%
183
-29
848
$15K ﹤0.01%
294
-25
849
$15K ﹤0.01%
401
+20
850
$15K ﹤0.01%
227
-65
32 33
34
35 36