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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
$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
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$5K ﹤0.01%
100
-139
1227
$5K ﹤0.01%
46
-81
1228
$5K ﹤0.01%
185
-186
1229
$5K ﹤0.01%
+1,000
1230
$5K ﹤0.01%
75
-599
1231
$5K ﹤0.01%
+779
1232
$5K ﹤0.01%
143
1233
$5K ﹤0.01%
200
1234
$5K ﹤0.01%
808
1235
$5K ﹤0.01%
+132
1236
$5K ﹤0.01%
+175
1237
$5K ﹤0.01%
130
1238
$4K ﹤0.01%
2,000
1239
$4K ﹤0.01%
338
1240
$4K ﹤0.01%
40
-160
1241
$4K ﹤0.01%
200
1242
$4K ﹤0.01%
131
1243
$4K ﹤0.01%
+149
1244
$4K ﹤0.01%
+3,689
1245
$4K ﹤0.01%
128
+115
1246
$4K ﹤0.01%
79
+12
1247
$4K ﹤0.01%
50
-30
1248
$4K ﹤0.01%
100
-530
1249
$4K ﹤0.01%
50
-38
1250
$4K ﹤0.01%
+47
48 49
50
51 52