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
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.69M
3
+$2.91M
4
FDX icon
FedEx
FDX
+$1.93M
5
TRU icon
TransUnion
TRU
+$1.76M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.32M
4
DUK icon
Duke Energy
DUK
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.23M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.47%
4 Healthcare 5.88%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$15K ﹤0.01%
488
-1,800
852
$15K ﹤0.01%
375
853
$15K ﹤0.01%
1,000
854
$15K ﹤0.01%
334
855
$15K ﹤0.01%
312
856
$15K ﹤0.01%
291
-84
857
$15K ﹤0.01%
+1,400
858
$14K ﹤0.01%
115
-550
859
$14K ﹤0.01%
399
860
$14K ﹤0.01%
1,000
+200
861
$14K ﹤0.01%
280
862
$14K ﹤0.01%
691
863
$14K ﹤0.01%
500
864
$14K ﹤0.01%
+700
865
$14K ﹤0.01%
198
+1
866
$14K ﹤0.01%
7
867
$14K ﹤0.01%
165
868
$14K ﹤0.01%
150
869
$14K ﹤0.01%
869
870
$14K ﹤0.01%
808
871
$13K ﹤0.01%
528
-175
872
$13K ﹤0.01%
926
873
$13K ﹤0.01%
+489
874
$13K ﹤0.01%
91
+51
875
$13K ﹤0.01%
121
33 34
35
36 37