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
1026
$2K ﹤0.01%
+36
1027
$2K ﹤0.01%
+150
1028
$2K ﹤0.01%
+100
1029
$2K ﹤0.01%
+153
1030
$2K ﹤0.01%
+26
1031
$2K ﹤0.01%
+42
1032
$2K ﹤0.01%
+350
1033
$2K ﹤0.01%
+32
1034
$2K ﹤0.01%
+16
1035
$2K ﹤0.01%
+100
1036
$2K ﹤0.01%
+45
1037
$2K ﹤0.01%
+8
1038
$2K ﹤0.01%
+50
1039
$2K ﹤0.01%
+50
1040
$2K ﹤0.01%
+103
1041
$2K ﹤0.01%
+500
1042
$2K ﹤0.01%
+100
1043
$2K ﹤0.01%
+26
1044
$2K ﹤0.01%
+80
1045
$2K ﹤0.01%
+47
1046
$2K ﹤0.01%
+28
1047
$2K ﹤0.01%
+225
1048
$2K ﹤0.01%
+69
1049
$2K ﹤0.01%
+97
1050
$2K ﹤0.01%
+53
40 41
42
43 44