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%
+38
1002
$2K ﹤0.01%
+15
1003
$2K ﹤0.01%
+88
1004
$2K ﹤0.01%
+10
1005
$2K ﹤0.01%
+80
1006
$2K ﹤0.01%
+33
1007
$2K ﹤0.01%
+100
1008
$2K ﹤0.01%
+154
1009
$2K ﹤0.01%
+36
1010
$2K ﹤0.01%
+36
1011
$2K ﹤0.01%
+52
1012
$2K ﹤0.01%
+104
1013
$2K ﹤0.01%
+29
1014
$2K ﹤0.01%
+80
1015
$2K ﹤0.01%
+97
1016
$2K ﹤0.01%
+112
1017
$2K ﹤0.01%
+103
1018
$2K ﹤0.01%
+75
1019
$2K ﹤0.01%
+100
1020
$2K ﹤0.01%
+38
1021
$2K ﹤0.01%
+300
1022
$2K ﹤0.01%
+100
1023
$2K ﹤0.01%
+53
1024
$2K ﹤0.01%
+16
1025
$2K ﹤0.01%
+50
39 40
41
42 43