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
901
$4K ﹤0.01%
+358
902
$4K ﹤0.01%
+68
903
$4K ﹤0.01%
+89
904
$4K ﹤0.01%
+109
905
$4K ﹤0.01%
+47
906
$4K ﹤0.01%
+82
907
$4K ﹤0.01%
+86
908
$4K ﹤0.01%
+61
909
$4K ﹤0.01%
+64
910
$4K ﹤0.01%
+620
911
$4K ﹤0.01%
+46
912
$4K ﹤0.01%
+237
913
$4K ﹤0.01%
+271
914
$4K ﹤0.01%
+237
915
$4K ﹤0.01%
+87
916
$4K ﹤0.01%
+94
917
$4K ﹤0.01%
+33
918
$4K ﹤0.01%
+350
919
$4K ﹤0.01%
+80
920
$4K ﹤0.01%
+66
921
$4K ﹤0.01%
+374
922
$4K ﹤0.01%
+500
923
$4K ﹤0.01%
+192
924
$4K ﹤0.01%
+125
925
$4K ﹤0.01%
+167
35 36
37
38 39