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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
1076
$6K ﹤0.01%
+906
1077
$6K ﹤0.01%
141
1078
$6K ﹤0.01%
306
-206
1079
$6K ﹤0.01%
148
1080
$6K ﹤0.01%
670
+70
1081
$6K ﹤0.01%
68
+2
1082
$6K ﹤0.01%
+505
1083
$6K ﹤0.01%
155
-25
1084
$6K ﹤0.01%
+134
1085
$6K ﹤0.01%
548
+88
1086
$6K ﹤0.01%
152
-15
1087
$6K ﹤0.01%
+161
1088
$6K ﹤0.01%
63
+23
1089
$6K ﹤0.01%
1,101
1090
$6K ﹤0.01%
276
1091
$6K ﹤0.01%
424
-77
1092
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136
1093
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248
1094
$6K ﹤0.01%
51
1095
$6K ﹤0.01%
46
1096
$6K ﹤0.01%
50
1097
$6K ﹤0.01%
83
+2
1098
$6K ﹤0.01%
117
-103
1099
$6K ﹤0.01%
500
1100
$6K ﹤0.01%
140
42 43
44
45 46