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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.59M
3
+$4.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.05M

Top Sells

1
+$2.27M
2
+$2M
3
+$998K
4
TSLA icon
Tesla
TSLA
+$950K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$863K

Sector Composition

1 Technology 9.31%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.43%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$9K ﹤0.01%
258
1252
$9K ﹤0.01%
72
+12
1253
$9K ﹤0.01%
64
+56
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$9K ﹤0.01%
90
+74
1255
$9K ﹤0.01%
807
1256
$9K ﹤0.01%
623
-607
1257
$9K ﹤0.01%
740
1258
$9K ﹤0.01%
305
+235
1259
$9K ﹤0.01%
+401
1260
$9K ﹤0.01%
400
-100
1261
$9K ﹤0.01%
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1262
$9K ﹤0.01%
410
1263
$9K ﹤0.01%
165
1264
$9K ﹤0.01%
4,000
1265
$9K ﹤0.01%
80
1266
$9K ﹤0.01%
134
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1267
$9K ﹤0.01%
391
-31
1268
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259
+42
1269
$8K ﹤0.01%
+1,256
1270
$8K ﹤0.01%
542
1271
$8K ﹤0.01%
155
1272
$8K ﹤0.01%
+130
1273
$8K ﹤0.01%
131
+97
1274
$8K ﹤0.01%
640
+421
1275
$8K ﹤0.01%
225
49 50
51
52 53