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
1126
$1K ﹤0.01%
+20
1127
$1K ﹤0.01%
+45
1128
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+5
1129
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+11
1130
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1131
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+34
1133
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+12
1134
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+6
1135
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+44
1136
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1137
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+151
1139
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1140
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+95
1141
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+6
1143
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+20
1144
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+55
1145
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+14
1146
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+6
1147
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+11
1148
$1K ﹤0.01%
+58
1149
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+82
1150
$1K ﹤0.01%
+12
44 45
46
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