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
$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
+$4.68M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.26M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$24.3M
2
+$6.62M
3
+$5.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.91M

Sector Composition

1 Technology 9.46%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$10K ﹤0.01%
150
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1052
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1053
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1055
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125
+68
1059
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+1,249
1060
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1061
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617
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1062
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242
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200
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542
1065
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125
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97
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1069
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600
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1070
$9K ﹤0.01%
500
-1,600
1071
$9K ﹤0.01%
807
1072
$9K ﹤0.01%
+209
1073
$9K ﹤0.01%
+84
1074
$9K ﹤0.01%
931
+9
1075
$9K ﹤0.01%
+800
41 42
43
44 45