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
901
$4K ﹤0.01%
+68
902
$4K ﹤0.01%
+89
903
$4K ﹤0.01%
+109
904
$4K ﹤0.01%
+47
905
$4K ﹤0.01%
+82
906
$4K ﹤0.01%
+86
907
$4K ﹤0.01%
+61
908
$4K ﹤0.01%
+64
909
$4K ﹤0.01%
+620
910
$4K ﹤0.01%
+46
911
$4K ﹤0.01%
+237
912
$4K ﹤0.01%
+271
913
$4K ﹤0.01%
+237
914
$4K ﹤0.01%
+92
915
$4K ﹤0.01%
+4
916
$4K ﹤0.01%
+954
917
$4K ﹤0.01%
+85
918
$4K ﹤0.01%
+358
919
$4K ﹤0.01%
+87
920
$4K ﹤0.01%
+94
921
$4K ﹤0.01%
+33
922
$4K ﹤0.01%
+350
923
$4K ﹤0.01%
+80
924
$4K ﹤0.01%
+66
925
$4K ﹤0.01%
+374
35 36
37
38 39