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
$436M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$28.5M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.8M
5
JPM icon
JPMorgan Chase
JPM
+$8.87M

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%
+165
852
$5K ﹤0.01%
+96
853
$5K ﹤0.01%
+39
854
$5K ﹤0.01%
+82
855
$5K ﹤0.01%
+85
856
$5K ﹤0.01%
+67
857
$5K ﹤0.01%
+381
858
$5K ﹤0.01%
+586
859
$5K ﹤0.01%
+313
860
$5K ﹤0.01%
+46
861
$5K ﹤0.01%
+30
862
$5K ﹤0.01%
+26
863
$5K ﹤0.01%
+85
864
$5K ﹤0.01%
+88
865
$5K ﹤0.01%
+190
866
$5K ﹤0.01%
+700
867
$5K ﹤0.01%
+89
868
$5K ﹤0.01%
+200
869
$5K ﹤0.01%
+875
870
$5K ﹤0.01%
+320
871
$5K ﹤0.01%
+31
872
$5K ﹤0.01%
+134
873
$5K ﹤0.01%
+27
874
$5K ﹤0.01%
+222
875
$5K ﹤0.01%
+206
33 34
35
36 37