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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$15K ﹤0.01%
2,124
952
$15K ﹤0.01%
201
953
$15K ﹤0.01%
1,350
-19
954
$15K ﹤0.01%
200
955
$15K ﹤0.01%
+317
956
$15K ﹤0.01%
+580
957
$15K ﹤0.01%
600
+596
958
$15K ﹤0.01%
2,500
959
$14K ﹤0.01%
691
960
$14K ﹤0.01%
257
-138
961
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500
962
$14K ﹤0.01%
58
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963
$14K ﹤0.01%
2,500
964
$14K ﹤0.01%
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965
$14K ﹤0.01%
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966
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$14K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
150
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975
$14K ﹤0.01%
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37 38
39
40 41