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
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$7.69M
3
+$2.91M
4
FDX icon
FedEx
FDX
+$1.93M
5
TRU icon
TransUnion
TRU
+$1.76M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.32M
4
DUK icon
Duke Energy
DUK
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.23M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.47%
4 Healthcare 5.88%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$5K ﹤0.01%
+1
1127
$5K ﹤0.01%
55
1128
$5K ﹤0.01%
56
1129
$5K ﹤0.01%
469
1130
$5K ﹤0.01%
50
1131
$5K ﹤0.01%
+91
1132
$5K ﹤0.01%
175
1133
$5K ﹤0.01%
177
1134
$5K ﹤0.01%
196
+15
1135
$5K ﹤0.01%
71
+1
1136
$5K ﹤0.01%
200
1137
$5K ﹤0.01%
1,605
+804
1138
$5K ﹤0.01%
45
1139
$5K ﹤0.01%
14
1140
$5K ﹤0.01%
38
-250
1141
$5K ﹤0.01%
483
+47
1142
$5K ﹤0.01%
206
-20
1143
$5K ﹤0.01%
333
1144
$5K ﹤0.01%
+100
1145
$5K ﹤0.01%
290
1146
$5K ﹤0.01%
300
1147
$5K ﹤0.01%
717
+31
1148
$5K ﹤0.01%
+140
1149
$5K ﹤0.01%
+386
1150
$5K ﹤0.01%
520
44 45
46
47 48