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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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$21K ﹤0.01%
700
-730
877
$21K ﹤0.01%
480
878
$21K ﹤0.01%
1,809
-5,936
879
$21K ﹤0.01%
495
-308
880
$20K ﹤0.01%
289
+100
881
$20K ﹤0.01%
1,955
-467
882
$20K ﹤0.01%
781
-3,463
883
$20K ﹤0.01%
750
884
$20K ﹤0.01%
388
-35
885
$20K ﹤0.01%
+537
886
$20K ﹤0.01%
460
887
$20K ﹤0.01%
729
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$20K ﹤0.01%
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$20K ﹤0.01%
888
890
$20K ﹤0.01%
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891
$19K ﹤0.01%
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$19K ﹤0.01%
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896
$19K ﹤0.01%
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897
$19K ﹤0.01%
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898
$19K ﹤0.01%
1,260
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899
$19K ﹤0.01%
69
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900
$19K ﹤0.01%
351
34 35
36
37 38