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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
$623M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.14M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.07M
5
ALK icon
Alaska Air
ALK
+$1.42M

Top Sells

1
+$3.09M
2
+$1.31M
3
+$1.27M
4
AMGN icon
Amgen
AMGN
+$1.25M
5
EMR icon
Emerson Electric
EMR
+$1.16M

Sector Composition

1 Financials 10.42%
2 Technology 6.74%
3 Healthcare 6.32%
4 Industrials 5.72%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$7K ﹤0.01%
903
-662
1052
$7K ﹤0.01%
+516
1053
$7K ﹤0.01%
+50
1054
$7K ﹤0.01%
+5,800
1055
$7K ﹤0.01%
+100
1056
$7K ﹤0.01%
49
1057
$7K ﹤0.01%
+650
1058
$6K ﹤0.01%
454
1059
$6K ﹤0.01%
98
+28
1060
$6K ﹤0.01%
100
1061
$6K ﹤0.01%
+73
1062
$6K ﹤0.01%
86
1063
$6K ﹤0.01%
89
1064
$6K ﹤0.01%
300
1065
$6K ﹤0.01%
200
1066
$6K ﹤0.01%
105
1067
$6K ﹤0.01%
244
+4
1068
$6K ﹤0.01%
+162
1069
$6K ﹤0.01%
105
1070
$6K ﹤0.01%
118
+37
1071
$6K ﹤0.01%
+56
1072
$6K ﹤0.01%
55
-3
1073
$6K ﹤0.01%
+55
1074
$6K ﹤0.01%
62
1075
$6K ﹤0.01%
27
41 42
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44 45