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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
$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
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
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%
+8,000
830
$25K ﹤0.01%
69
-1
831
$25K ﹤0.01%
97
832
$25K ﹤0.01%
237
-7
833
$25K ﹤0.01%
58
-23
834
$25K ﹤0.01%
500
835
$25K ﹤0.01%
+2,000
836
$25K ﹤0.01%
721
+9
837
$25K ﹤0.01%
300
838
$25K ﹤0.01%
293
-840
839
$25K ﹤0.01%
207
-238
840
$25K ﹤0.01%
179
+89
841
$25K ﹤0.01%
+515
842
$24K ﹤0.01%
122
-22
843
$24K ﹤0.01%
+280
844
$24K ﹤0.01%
1,020
845
$24K ﹤0.01%
824
-180
846
$24K ﹤0.01%
216
-84
847
$24K ﹤0.01%
173
-145
848
$24K ﹤0.01%
2,000
-92
849
$24K ﹤0.01%
250
-30
850
$24K ﹤0.01%
1,970
-198
32 33
34
35 36