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
76
$1.18M 0.27%
+18,453
77
$1.15M 0.26%
+33,273
78
$1.14M 0.26%
+18,518
79
$1.13M 0.26%
+5,532
80
$1.12M 0.25%
+9,018
81
$1.1M 0.25%
+25,276
82
$1.09M 0.25%
+20,227
83
$1.07M 0.24%
+26,365
84
$1.07M 0.24%
+18,437
85
$1.05M 0.24%
+17,344
86
$1.01M 0.23%
+19,522
87
$1M 0.23%
+15,938
88
$989K 0.22%
+11,127
89
$959K 0.22%
+17,968
90
$954K 0.22%
+28,377
91
$922K 0.21%
+5,150
92
$921K 0.21%
+18,692
93
$911K 0.21%
+12,153
94
$900K 0.2%
+18,613
95
$873K 0.2%
+44,903
96
$842K 0.19%
+4,797
97
$825K 0.19%
+4,346
98
$812K 0.18%
+7,000
99
$801K 0.18%
+12,808
100
$787K 0.18%
+13,459
2 3
4
5 6