We are live on ! Find out more
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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$11K ﹤0.01%
255
+34
1027
$11K ﹤0.01%
899
-177
1028
$11K ﹤0.01%
300
1029
$11K ﹤0.01%
89
-400
1030
$11K ﹤0.01%
+180
1031
$11K ﹤0.01%
+1,245
1032
$10K ﹤0.01%
394
+305
1033
$10K ﹤0.01%
112
-28
1034
$10K ﹤0.01%
268
1035
$10K ﹤0.01%
107
-402
1036
$10K ﹤0.01%
516
-40
1037
$10K ﹤0.01%
260
1038
$10K ﹤0.01%
300
1039
$10K ﹤0.01%
+10,000
1040
$10K ﹤0.01%
282
-30
1041
$10K ﹤0.01%
150
-209
1042
$10K ﹤0.01%
281
-1,174
1043
$10K ﹤0.01%
257
-198
1044
$10K ﹤0.01%
150
-21
1045
$10K ﹤0.01%
200
-155
1046
$10K ﹤0.01%
+438
1047
$10K ﹤0.01%
165
1048
$10K ﹤0.01%
280
1049
$10K ﹤0.01%
+489
1050
$10K ﹤0.01%
307
-758
40 41
42
43 44