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
1126
$1K ﹤0.01%
+13
1127
$1K ﹤0.01%
+27
1128
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+7
1129
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+50
1130
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+142
1131
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+41
1132
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+20
1133
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+82
1134
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+12
1135
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+21
1136
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+100
1137
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1138
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+14
1139
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+29
1140
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+59
1141
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+100
1142
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+17
1143
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+13
1144
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+22
1145
$1K ﹤0.01%
+27
1146
$1K ﹤0.01%
+47
1147
$1K ﹤0.01%
+32
1148
$1K ﹤0.01%
+37
1149
$1K ﹤0.01%
+19
1150
$1K ﹤0.01%
+100
44 45
46
47 48