VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Sells

1 +$2.77M
2 +$1.43M
3 +$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LLY icon
Eli Lilly
LLY
+$1.13M

Sector Composition

1 Technology 7.98%
2 Financials 7.25%
3 Healthcare 5.64%
4 Industrials 4.61%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$7K ﹤0.01%
500
+290
1177
$7K ﹤0.01%
+444
1178
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135
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405
1183
$6K ﹤0.01%
1,967
+180
1184
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1185
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1186
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1187
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1190
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1191
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1193
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1197
$6K ﹤0.01%
282
1198
$6K ﹤0.01%
675
+130
1199
$6K ﹤0.01%
265
1200
$6K ﹤0.01%
86