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
1051
$2K ﹤0.01%
+125
1052
$2K ﹤0.01%
+117
1053
$2K ﹤0.01%
+97
1054
$2K ﹤0.01%
+112
1055
$2K ﹤0.01%
+103
1056
$2K ﹤0.01%
+75
1057
$2K ﹤0.01%
+100
1058
$2K ﹤0.01%
+300
1059
$2K ﹤0.01%
+100
1060
$2K ﹤0.01%
+53
1061
$2K ﹤0.01%
+16
1062
$2K ﹤0.01%
+36
1063
$2K ﹤0.01%
+150
1064
$1K ﹤0.01%
+15
1065
$1K ﹤0.01%
+14
1066
$1K ﹤0.01%
+51
1067
$1K ﹤0.01%
+43
1068
$1K ﹤0.01%
+17
1069
$1K ﹤0.01%
+29
1070
$1K ﹤0.01%
+10
1071
$1K ﹤0.01%
+12
1072
$1K ﹤0.01%
+6
1073
$1K ﹤0.01%
+25
1074
$1K ﹤0.01%
+28
1075
$1K ﹤0.01%
+25
41 42
43
44 45