VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$76.6M
2
+$28.3M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.9M
5
JPM icon
JPMorgan Chase
JPM
+$8.56M

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
1051
$2K ﹤0.01%
+112
1052
$2K ﹤0.01%
+103
1053
$2K ﹤0.01%
+75
1054
$2K ﹤0.01%
+100
1055
$2K ﹤0.01%
+38
1056
$2K ﹤0.01%
+300
1057
$2K ﹤0.01%
+100
1058
$2K ﹤0.01%
+53
1059
$2K ﹤0.01%
+16
1060
$2K ﹤0.01%
+50
1061
$2K ﹤0.01%
+36
1062
$2K ﹤0.01%
+150
1063
$2K ﹤0.01%
+26
1064
$1K ﹤0.01%
+45
1065
$1K ﹤0.01%
+5
1066
$1K ﹤0.01%
+11
1067
$1K ﹤0.01%
+14
1068
$1K ﹤0.01%
+23
1069
$1K ﹤0.01%
+15
1070
$1K ﹤0.01%
+29
1071
$1K ﹤0.01%
+10
1072
$1K ﹤0.01%
+34
1073
$1K ﹤0.01%
+12
1074
$1K ﹤0.01%
+6
1075
$1K ﹤0.01%
+25
41 42
43
44 45