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
876
$5K ﹤0.01%
+410
877
$5K ﹤0.01%
+199
878
$5K ﹤0.01%
+86
879
$5K ﹤0.01%
+37
880
$5K ﹤0.01%
+116
881
$5K ﹤0.01%
+63
882
$5K ﹤0.01%
+104
883
$5K ﹤0.01%
+2,555
884
$5K ﹤0.01%
+30
885
$5K ﹤0.01%
+65
886
$5K ﹤0.01%
+50
887
$5K ﹤0.01%
+750
888
$5K ﹤0.01%
+426
889
$5K ﹤0.01%
+136
890
$5K ﹤0.01%
+611
891
$5K ﹤0.01%
+42
892
$5K ﹤0.01%
+550
893
$5K ﹤0.01%
+270
894
$5K ﹤0.01%
+43
895
$5K ﹤0.01%
+74
896
$4K ﹤0.01%
+125
897
$4K ﹤0.01%
+167
898
$4K ﹤0.01%
+145
899
$4K ﹤0.01%
+40
900
$4K ﹤0.01%
+29
34 35
36
37 38