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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,792
New
Increased
Reduced
Closed

Top Buys

1 +$6.94M
2 +$4.51M
3 +$3.61M
4
D icon
Dominion Energy
D
+$2.58M
5
CAT icon
Caterpillar
CAT
+$1.82M

Top Sells

1 +$669K
2 +$654K
3 +$397K
4
WFC icon
Wells Fargo
WFC
+$385K
5
TSLA icon
Tesla
TSLA
+$368K

Sector Composition

1 Financials 8.06%
2 Technology 8.05%
3 Industrials 6.07%
4 Healthcare 5.73%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$8K ﹤0.01%
238
1152
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1153
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+430
1154
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60
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1,492
1156
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1160
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+1,000
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1166
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1167
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2,241
1168
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4,790
+300
1169
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1170
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1,050
1171
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783
1172
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+107
1173
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44
1174
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1175
$7K ﹤0.01%
140