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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.59M
3
+$4.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.05M

Top Sells

1
+$2.27M
2
+$2M
3
+$998K
4
TSLA icon
Tesla
TSLA
+$950K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$863K

Sector Composition

1 Technology 9.31%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.43%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$30K ﹤0.01%
604
+404
877
$29K ﹤0.01%
642
+169
878
$29K ﹤0.01%
1,260
879
$29K ﹤0.01%
310
+258
880
$29K ﹤0.01%
1,122
881
$29K ﹤0.01%
3,547
882
$29K ﹤0.01%
256
883
$29K ﹤0.01%
992
884
$29K ﹤0.01%
290
885
$28K ﹤0.01%
494
886
$28K ﹤0.01%
496
+113
887
$28K ﹤0.01%
168
+126
888
$28K ﹤0.01%
690
889
$28K ﹤0.01%
400
890
$28K ﹤0.01%
2,168
+1,528
891
$28K ﹤0.01%
2,854
+854
892
$28K ﹤0.01%
280
+13
893
$28K ﹤0.01%
1,069
+106
894
$28K ﹤0.01%
661
+4
895
$28K ﹤0.01%
216
+22
896
$28K ﹤0.01%
+706
897
$28K ﹤0.01%
145
-2,835
898
$27K ﹤0.01%
1,057
899
$27K ﹤0.01%
+924
900
$27K ﹤0.01%
300
34 35
36
37 38