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
876
$5K ﹤0.01%
+37
877
$5K ﹤0.01%
+116
878
$5K ﹤0.01%
+63
879
$5K ﹤0.01%
+104
880
$5K ﹤0.01%
+96
881
$5K ﹤0.01%
+39
882
$5K ﹤0.01%
+82
883
$5K ﹤0.01%
+2,555
884
$5K ﹤0.01%
+30
885
$5K ﹤0.01%
+65
886
$5K ﹤0.01%
+85
887
$5K ﹤0.01%
+50
888
$5K ﹤0.01%
+750
889
$5K ﹤0.01%
+426
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%
+68
897
$4K ﹤0.01%
+89
898
$4K ﹤0.01%
+109
899
$4K ﹤0.01%
+47
900
$4K ﹤0.01%
+82
34 35
36
37 38