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
1076
$1K ﹤0.01%
+3
1077
$1K ﹤0.01%
+70
1078
$1K ﹤0.01%
+75
1079
$1K ﹤0.01%
+17
1080
$1K ﹤0.01%
+72
1081
$1K ﹤0.01%
+250
1082
$1K ﹤0.01%
+100
1083
$1K ﹤0.01%
+24
1084
$1K ﹤0.01%
+100
1085
$1K ﹤0.01%
+24
1086
$1K ﹤0.01%
+100
1087
$1K ﹤0.01%
+39
1088
$1K ﹤0.01%
+7
1089
$1K ﹤0.01%
+13
1090
$1K ﹤0.01%
+36
1091
$1K ﹤0.01%
+13
1092
$1K ﹤0.01%
+27
1093
$1K ﹤0.01%
+7
1094
$1K ﹤0.01%
+50
1095
$1K ﹤0.01%
+142
1096
$1K ﹤0.01%
+41
1097
$1K ﹤0.01%
+20
1098
$1K ﹤0.01%
+45
1099
$1K ﹤0.01%
+5
1100
$1K ﹤0.01%
+11
42 43
44
45 46