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VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.18B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$623M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.14M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.07M
5
ALK icon
Alaska Air
ALK
+$1.42M

Top Sells

1
+$3.09M
2
+$1.31M
3
+$1.27M
4
AMGN icon
Amgen
AMGN
+$1.25M
5
EMR icon
Emerson Electric
EMR
+$1.16M

Sector Composition

1 Financials 10.42%
2 Technology 6.74%
3 Healthcare 6.32%
4 Industrials 5.72%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$8K ﹤0.01%
375
977
$8K ﹤0.01%
+300
978
$8K ﹤0.01%
157
979
$8K ﹤0.01%
+197
980
$8K ﹤0.01%
750
981
$8K ﹤0.01%
64
+14
982
$8K ﹤0.01%
55
983
$8K ﹤0.01%
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+49
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220
985
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175
986
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160
-172
987
$8K ﹤0.01%
454
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988
$8K ﹤0.01%
+84
989
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113
+2
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$8K ﹤0.01%
93
991
$8K ﹤0.01%
+207
992
$8K ﹤0.01%
197
993
$8K ﹤0.01%
500
-631
994
$8K ﹤0.01%
216
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$8K ﹤0.01%
125
996
$8K ﹤0.01%
+798
997
$8K ﹤0.01%
150
998
$8K ﹤0.01%
+65
999
$8K ﹤0.01%
67
-54
1000
$8K ﹤0.01%
+231
38 39
40
41 42