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
1151
$1K ﹤0.01%
+21
1152
$1K ﹤0.01%
+100
1153
$1K ﹤0.01%
+39
1154
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+14
1155
$1K ﹤0.01%
+29
1156
$1K ﹤0.01%
+59
1157
$1K ﹤0.01%
+11
1158
$1K ﹤0.01%
+31
1159
$1K ﹤0.01%
+17
1160
$1K ﹤0.01%
+23
1161
$1K ﹤0.01%
+21
1162
$1K ﹤0.01%
+10
1163
$1K ﹤0.01%
+43
1164
$1K ﹤0.01%
+26
1165
$1K ﹤0.01%
+4
1166
$1K ﹤0.01%
+17
1167
$1K ﹤0.01%
+20
1168
– –
0
1169
– –
0
1170
– –
0
1171
$0 ﹤0.01%
+21
1172
– –
0
1173
$0 ﹤0.01%
+20
1174
– –
0
1175
– –
0
45 46
47
48 49