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
1201
$0 ﹤0.01%
+6
1202
– –
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1203
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1204
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1205
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1206
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+25
1207
$0 ﹤0.01%
+4
1208
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1209
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1210
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1211
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1212
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1213
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1214
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1215
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1216
$0 ﹤0.01%
+8
1217
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1218
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+11
1219
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1220
$0 ﹤0.01%
+29
1221
– –
0
1222
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1223
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0
1224
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0
1225
– –
0
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