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
$873M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,726
New
Increased
Reduced
Closed

Top Buys

1 +$5.86M
2 +$5.72M
3 +$5.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.34M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.88M

Top Sells

1 +$6.26M
2 +$806K
3 +$718K
4
BLK icon
Blackrock
BLK
+$716K
5
AGN
Allergan plc
AGN
+$590K

Sector Composition

1 Financials 8.96%
2 Technology 7.27%
3 Industrials 6.51%
4 Healthcare 5.73%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$7K ﹤0.01%
171
1127
$7K ﹤0.01%
349
+71
1128
$7K ﹤0.01%
+559
1129
$7K ﹤0.01%
268
+73
1130
$7K ﹤0.01%
614
+333
1131
$7K ﹤0.01%
1,800
1132
$6K ﹤0.01%
223
+123
1133
$6K ﹤0.01%
454
1134
$6K ﹤0.01%
541
1135
$6K ﹤0.01%
350
1136
$6K ﹤0.01%
120
1137
$6K ﹤0.01%
440
1138
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131
+100
1139
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900
1140
$6K ﹤0.01%
118
1141
$6K ﹤0.01%
232
1142
$6K ﹤0.01%
7,000
1143
$6K ﹤0.01%
1,384
-50
1144
$6K ﹤0.01%
44
1145
$6K ﹤0.01%
520
1146
$6K ﹤0.01%
800
1147
$6K ﹤0.01%
189
1148
$6K ﹤0.01%
+124
1149
$6K ﹤0.01%
1,000
1150
$6K ﹤0.01%
2,200
+700