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
926
$4K ﹤0.01%
+500
927
$4K ﹤0.01%
+192
928
$4K ﹤0.01%
+160
929
$4K ﹤0.01%
+87
930
$4K ﹤0.01%
+39
931
$4K ﹤0.01%
+90
932
$4K ﹤0.01%
+152
933
$4K ﹤0.01%
+200
934
$4K ﹤0.01%
+130
935
$4K ﹤0.01%
+2,000
936
$3K ﹤0.01%
+55
937
$3K ﹤0.01%
+138
938
$3K ﹤0.01%
+300
939
$3K ﹤0.01%
+10
940
$3K ﹤0.01%
+113
941
$3K ﹤0.01%
+53
942
$3K ﹤0.01%
+855
943
$3K ﹤0.01%
+77
944
$3K ﹤0.01%
+312
945
$3K ﹤0.01%
+23
946
$3K ﹤0.01%
+100
947
$3K ﹤0.01%
+15
948
$3K ﹤0.01%
+27
949
$3K ﹤0.01%
+45
950
$3K ﹤0.01%
+33
36 37
38
39 40