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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.68M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.26M
5
QCOM icon
Qualcomm
QCOM
+$1.24M

Top Sells

1
+$24.3M
2
+$6.62M
3
+$5.29M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.91M

Sector Composition

1 Technology 9.46%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$6K ﹤0.01%
250
-36
1177
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33
-32
1178
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55
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1179
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1180
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1181
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146
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1182
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1,601
-159
1183
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+92
1184
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460
1185
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1186
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1,072
1187
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187
+72
1189
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+180
1190
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320
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1193
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1,343
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1194
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49
1195
$5K ﹤0.01%
579
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1196
$5K ﹤0.01%
194
1197
$5K ﹤0.01%
57
-478
1198
$5K ﹤0.01%
167
1199
$5K ﹤0.01%
92
-77
1200
$5K ﹤0.01%
173
46 47
48
49 50