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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
1251
$4K ﹤0.01%
251
1252
$4K ﹤0.01%
+42
1253
$4K ﹤0.01%
147
1254
$4K ﹤0.01%
700
1255
$4K ﹤0.01%
134
+127
1256
$4K ﹤0.01%
340
1257
$4K ﹤0.01%
39
1258
$4K ﹤0.01%
75
1259
$4K ﹤0.01%
54
-11
1260
$4K ﹤0.01%
5,000
-4,500
1261
$4K ﹤0.01%
200
1262
$4K ﹤0.01%
68
1263
$4K ﹤0.01%
+1,457
1264
$4K ﹤0.01%
319
1265
$4K ﹤0.01%
8
-17
1266
$4K ﹤0.01%
300
1267
$4K ﹤0.01%
+300
1268
$4K ﹤0.01%
30
-57
1269
$4K ﹤0.01%
164
-1,458
1270
$4K ﹤0.01%
545
-140
1271
$4K ﹤0.01%
476
+326
1272
$4K ﹤0.01%
36
-106
1273
$4K ﹤0.01%
90
1274
$4K ﹤0.01%
94
1275
$4K ﹤0.01%
+729
49 50
51
52 53