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
1076
$1K ﹤0.01%
+44
1077
$1K ﹤0.01%
+56
1078
$1K ﹤0.01%
+13
1079
$1K ﹤0.01%
+23
1080
$1K ﹤0.01%
+39
1081
$1K ﹤0.01%
+20
1082
$1K ﹤0.01%
+32
1083
$1K ﹤0.01%
+50
1084
$1K ﹤0.01%
+7
1085
$1K ﹤0.01%
+25
1086
$1K ﹤0.01%
+17
1087
$1K ﹤0.01%
+48
1088
$1K ﹤0.01%
+31
1089
$1K ﹤0.01%
+12
1090
$1K ﹤0.01%
+25
1091
$1K ﹤0.01%
+14
1092
$1K ﹤0.01%
+3
1093
$1K ﹤0.01%
+70
1094
$1K ﹤0.01%
+75
1095
$1K ﹤0.01%
+17
1096
$1K ﹤0.01%
+72
1097
$1K ﹤0.01%
+250
1098
$1K ﹤0.01%
+100
1099
$1K ﹤0.01%
+24
1100
$1K ﹤0.01%
+100
42 43
44
45 46