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VFA
Valeo Financial Advisors Portfolio holdings
AUM
$4.18B
1-Year Est. Return
20.63%
This Fund
S&P 500
1 Year Est. Return
+20.63%
AUM
$822M
AUM Growth
+$110M
(+15%)
Holding
1,756
Top Buys
| 1 | +$9.6M | |
| 2 | +$7.66M | |
| 3 | +$2.82M | |
| 4 |
FedEx
FDX
|
+$1.88M |
| 5 |
CVS Health
CVS
|
+$1.84M |
Top Sells
| 1 | +$3.1M | |
| 2 | +$1.5M | |
| 3 | +$1.29M | |
| 4 |
Mondelez International
MDLZ
|
+$1.22M |
| 5 |
Starbucks
SBUX
|
+$1.13M |
Sector Composition
| 1 | Financials | 8.98% |
| 2 | Technology | 7.06% |
| 3 | Industrials | 6.48% |
| 4 | Healthcare | 5.88% |
| 5 | Communication Services | 4.59% |