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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
1151
$5K ﹤0.01%
177
-15
1152
$5K ﹤0.01%
497
+42
1153
$5K ﹤0.01%
+113
1154
$5K ﹤0.01%
+150
1155
$5K ﹤0.01%
96
1156
$5K ﹤0.01%
60
1157
$5K ﹤0.01%
209
+39
1158
$5K ﹤0.01%
255
1159
$5K ﹤0.01%
686
-103
1160
$5K ﹤0.01%
123
-25
1161
$5K ﹤0.01%
79
-1
1162
$5K ﹤0.01%
611
1163
$5K ﹤0.01%
283
-38
1164
$5K ﹤0.01%
112
-495
1165
$5K ﹤0.01%
102
+86
1166
$5K ﹤0.01%
197
1167
$5K ﹤0.01%
268
-46
1168
$5K ﹤0.01%
+200
1169
$5K ﹤0.01%
107
1170
$5K ﹤0.01%
150
1171
$5K ﹤0.01%
+173
1172
$5K ﹤0.01%
+39
1173
$5K ﹤0.01%
+96
1174
$4K ﹤0.01%
104
+16
1175
$4K ﹤0.01%
200
45 46
47
48 49