VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1 +$9.6M
2 +$7.66M
3 +$2.82M
4
FDX icon
FedEx
FDX
+$1.88M
5
CVS icon
CVS Health
CVS
+$1.84M

Top Sells

1 +$3.1M
2 +$1.5M
3 +$1.29M
4
MDLZ icon
Mondelez International
MDLZ
+$1.22M
5
SBUX icon
Starbucks
SBUX
+$1.13M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.48%
4 Healthcare 5.88%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$4K ﹤0.01%
+33
1252
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64
+8
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$4K ﹤0.01%
5,800
1256
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11
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96
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708
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1264
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+70
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69
+19
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$3K ﹤0.01%
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138
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1272
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84
1273
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100
1274
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1275
$3K ﹤0.01%
14
+2