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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
1126
$5K ﹤0.01%
160
1127
$5K ﹤0.01%
69
+2
1128
$5K ﹤0.01%
260
1129
$5K ﹤0.01%
180
-103
1130
$5K ﹤0.01%
304
1131
$5K ﹤0.01%
+94
1132
$5K ﹤0.01%
+90
1133
$5K ﹤0.01%
100
-147
1134
$5K ﹤0.01%
875
1135
$5K ﹤0.01%
320
1136
$5K ﹤0.01%
144
-1,626
1137
$5K ﹤0.01%
100
1138
$5K ﹤0.01%
275
+5
1139
$5K ﹤0.01%
185
-297
1140
$5K ﹤0.01%
43
1141
$5K ﹤0.01%
204
-6
1142
$5K ﹤0.01%
3,000
1143
$5K ﹤0.01%
449
+27
1144
$5K ﹤0.01%
100
1145
$5K ﹤0.01%
+120
1146
$5K ﹤0.01%
91
1147
$5K ﹤0.01%
33
1148
$5K ﹤0.01%
109
1149
$5K ﹤0.01%
180
-3
1150
$5K ﹤0.01%
124
+24
44 45
46
47 48