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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
$623M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.14M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.07M
5
ALK icon
Alaska Air
ALK
+$1.42M

Top Sells

1
+$3.09M
2
+$1.31M
3
+$1.27M
4
AMGN icon
Amgen
AMGN
+$1.25M
5
EMR icon
Emerson Electric
EMR
+$1.16M

Sector Composition

1 Financials 10.42%
2 Technology 6.74%
3 Healthcare 6.32%
4 Industrials 5.72%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$13K ﹤0.01%
169
+129
852
$13K ﹤0.01%
500
853
$13K ﹤0.01%
388
854
$13K ﹤0.01%
958
+524
855
$13K ﹤0.01%
+850
856
$13K ﹤0.01%
237
+14
857
$13K ﹤0.01%
202
858
$13K ﹤0.01%
763
-1,914
859
$13K ﹤0.01%
+1,000
860
$13K ﹤0.01%
178
861
$13K ﹤0.01%
265
+180
862
$13K ﹤0.01%
222
+153
863
$13K ﹤0.01%
91
+65
864
$13K ﹤0.01%
+465
865
$13K ﹤0.01%
506
+2
866
$13K ﹤0.01%
359
867
$13K ﹤0.01%
212
+171
868
$12K ﹤0.01%
+121
869
$12K ﹤0.01%
271
+51
870
$12K ﹤0.01%
200
871
$12K ﹤0.01%
1,050
+1,000
872
$12K ﹤0.01%
1,096
+212
873
$12K ﹤0.01%
113
+75
874
$12K ﹤0.01%
+107
875
$12K ﹤0.01%
199
33 34
35
36 37