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
976
$3K ﹤0.01%
+707
977
$3K ﹤0.01%
+114
978
$3K ﹤0.01%
+19
979
$3K ﹤0.01%
+61
980
$3K ﹤0.01%
+3
981
$3K ﹤0.01%
+33
982
$3K ﹤0.01%
+60
983
$3K ﹤0.01%
+138
984
$3K ﹤0.01%
+300
985
$3K ﹤0.01%
+77
986
$3K ﹤0.01%
+2,032
987
$3K ﹤0.01%
+55
988
$3K ﹤0.01%
+180
989
$3K ﹤0.01%
+84
990
$3K ﹤0.01%
+95
991
$2K ﹤0.01%
+350
992
$2K ﹤0.01%
+154
993
$2K ﹤0.01%
+36
994
$2K ﹤0.01%
+38
995
$2K ﹤0.01%
+50
996
$2K ﹤0.01%
+100
997
$2K ﹤0.01%
+153
998
$2K ﹤0.01%
+36
999
$2K ﹤0.01%
+52
1000
$2K ﹤0.01%
+104
38 39
40
41 42