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
951
$3K ﹤0.01%
+41
952
$3K ﹤0.01%
+14
953
$3K ﹤0.01%
+48
954
$3K ﹤0.01%
+200
955
$3K ﹤0.01%
+166
956
$3K ﹤0.01%
+250
957
$3K ﹤0.01%
+135
958
$3K ﹤0.01%
+233
959
$3K ﹤0.01%
+225
960
$3K ﹤0.01%
+200
961
$3K ﹤0.01%
+207
962
$3K ﹤0.01%
+54
963
$3K ﹤0.01%
+13
964
$3K ﹤0.01%
+200
965
$3K ﹤0.01%
+395
966
$3K ﹤0.01%
+20
967
$3K ﹤0.01%
+79
968
$3K ﹤0.01%
+19
969
$3K ﹤0.01%
+10
970
$3K ﹤0.01%
+14
971
$3K ﹤0.01%
+86
972
$3K ﹤0.01%
+49
973
$3K ﹤0.01%
+74
974
$3K ﹤0.01%
+166
975
$3K ﹤0.01%
+274
37 38
39
40 41