We are live on ! Find out more
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
$740M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,938
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.84%
2 Technology 7.41%
3 Industrials 6.44%
4 Healthcare 6.19%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$5K ﹤0.01%
47
1202
$5K ﹤0.01%
406
1203
$5K ﹤0.01%
73
1204
$5K ﹤0.01%
266
1205
$5K ﹤0.01%
143
-2
1206
$5K ﹤0.01%
+99
1207
$5K ﹤0.01%
+380
1208
$5K ﹤0.01%
124
1209
$5K ﹤0.01%
56
+20
1210
$5K ﹤0.01%
96
1211
$5K ﹤0.01%
65
1212
$5K ﹤0.01%
86
1213
$5K ﹤0.01%
105
+19
1214
$5K ﹤0.01%
108
+74
1215
$5K ﹤0.01%
50
-251
1216
$5K ﹤0.01%
49
+32
1217
$5K ﹤0.01%
204
+72
1218
$5K ﹤0.01%
319
1219
$5K ﹤0.01%
+110
1220
$5K ﹤0.01%
365
+75
1221
$5K ﹤0.01%
+362
1222
$5K ﹤0.01%
+493
1223
$5K ﹤0.01%
330
1224
$5K ﹤0.01%
154
+18
1225
$5K ﹤0.01%
232
+35