VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$28.3M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.9M
5
JPM icon
JPMorgan Chase
JPM
+$8.56M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.6%
2 Healthcare 7.79%
3 Technology 6.14%
4 Consumer Staples 5.45%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$5K ﹤0.01%
+67
852
$5K ﹤0.01%
+381
853
$5K ﹤0.01%
+586
854
$5K ﹤0.01%
+313
855
$5K ﹤0.01%
+46
856
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+30
857
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+26
858
$5K ﹤0.01%
+85
859
$5K ﹤0.01%
+88
860
$5K ﹤0.01%
+190
861
$5K ﹤0.01%
+700
862
$5K ﹤0.01%
+89
863
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864
$5K ﹤0.01%
+152
865
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866
$5K ﹤0.01%
+875
867
$5K ﹤0.01%
+320
868
$5K ﹤0.01%
+31
869
$5K ﹤0.01%
+134
870
$5K ﹤0.01%
+27
871
$5K ﹤0.01%
+222
872
$5K ﹤0.01%
+206
873
$5K ﹤0.01%
+410
874
$5K ﹤0.01%
+199
875
$5K ﹤0.01%
+86
33 34
35
36 37