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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.68M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.26M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$24.3M
2
+$6.62M
3
+$5.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.91M

Sector Composition

1 Technology 9.46%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$26K ﹤0.01%
+5,448
827
$26K ﹤0.01%
6
828
$26K ﹤0.01%
1,174
829
$25K ﹤0.01%
58
-23
830
$25K ﹤0.01%
500
831
$25K ﹤0.01%
+2,000
832
$25K ﹤0.01%
+8,000
833
$25K ﹤0.01%
69
-1
834
$25K ﹤0.01%
97
835
$25K ﹤0.01%
237
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836
$25K ﹤0.01%
721
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837
$25K ﹤0.01%
300
838
$25K ﹤0.01%
293
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839
$25K ﹤0.01%
207
-238
840
$25K ﹤0.01%
179
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841
$25K ﹤0.01%
+515
842
$24K ﹤0.01%
972
843
$24K ﹤0.01%
824
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844
$24K ﹤0.01%
216
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845
$24K ﹤0.01%
173
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846
$24K ﹤0.01%
2,000
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847
$24K ﹤0.01%
1,970
-198
848
$24K ﹤0.01%
250
-30
849
$24K ﹤0.01%
86
+53
850
$24K ﹤0.01%
772
+200
32 33
34
35 36