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
$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
+$4.68M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.26M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$24.3M
2
+$6.62M
3
+$5.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.91M

Sector Composition

1 Technology 9.46%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Consumer Discretionary 4.04%
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
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430
960
$14K ﹤0.01%
121
961
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150
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962
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185
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963
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691
965
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968
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969
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$14K ﹤0.01%
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972
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$14K ﹤0.01%
14,446
+196
974
$14K ﹤0.01%
269
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975
$14K ﹤0.01%
100
-10
37 38
39
40 41