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
1001
$2K ﹤0.01%
+26
1002
$2K ﹤0.01%
+42
1003
$2K ﹤0.01%
+32
1004
$2K ﹤0.01%
+16
1005
$2K ﹤0.01%
+100
1006
$2K ﹤0.01%
+45
1007
$2K ﹤0.01%
+8
1008
$2K ﹤0.01%
+50
1009
$2K ﹤0.01%
+50
1010
$2K ﹤0.01%
+103
1011
$2K ﹤0.01%
+500
1012
$2K ﹤0.01%
+100
1013
$2K ﹤0.01%
+26
1014
$2K ﹤0.01%
+80
1015
$2K ﹤0.01%
+47
1016
$2K ﹤0.01%
+28
1017
$2K ﹤0.01%
+225
1018
$2K ﹤0.01%
+69
1019
$2K ﹤0.01%
+42
1020
$2K ﹤0.01%
+85
1021
$2K ﹤0.01%
+54
1022
$2K ﹤0.01%
+45
1023
$2K ﹤0.01%
+14
1024
$2K ﹤0.01%
+107
1025
$2K ﹤0.01%
+22
39 40
41
42 43