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
1201
$6K ﹤0.01%
49
1202
$6K ﹤0.01%
37
1203
$6K ﹤0.01%
469
1204
$6K ﹤0.01%
+694
1205
$6K ﹤0.01%
500
1206
$6K ﹤0.01%
49
1207
$6K ﹤0.01%
259
1208
$6K ﹤0.01%
348
+173
1209
$6K ﹤0.01%
1,845
+240
1210
$6K ﹤0.01%
550
+16
1211
$6K ﹤0.01%
340
1212
$6K ﹤0.01%
303
1213
$6K ﹤0.01%
125
-47
1214
$6K ﹤0.01%
87
1215
$6K ﹤0.01%
146
-32
1216
$6K ﹤0.01%
232
1217
$6K ﹤0.01%
122
1218
$6K ﹤0.01%
7,000
1219
$6K ﹤0.01%
1,800
1220
$6K ﹤0.01%
1,379
1221
$6K ﹤0.01%
93
1222
$6K ﹤0.01%
192
1223
$6K ﹤0.01%
454
1224
$6K ﹤0.01%
40
1225
$6K ﹤0.01%
268