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
$609M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,574
New
Increased
Reduced
Closed

Sector Composition

1 Financials 10.45%
2 Technology 6.47%
3 Healthcare 6.2%
4 Industrials 6.05%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$1K ﹤0.01%
100
1277
$1K ﹤0.01%
+21
1278
$1K ﹤0.01%
+15
1279
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+14
1280
$1K ﹤0.01%
20
1281
$1K ﹤0.01%
+33
1282
$1K ﹤0.01%
+26
1283
$1K ﹤0.01%
16
-16
1284
$1K ﹤0.01%
+17
1285
$1K ﹤0.01%
+7
1286
$1K ﹤0.01%
34
+17
1287
$1K ﹤0.01%
7
1288
$1K ﹤0.01%
25
1289
$1K ﹤0.01%
+32
1290
$1K ﹤0.01%
+5
1291
$1K ﹤0.01%
31
1292
$1K ﹤0.01%
12
1293
$1K ﹤0.01%
26
+1
1294
$1K ﹤0.01%
+17
1295
$1K ﹤0.01%
+12
1296
$1K ﹤0.01%
+65
1297
$1K ﹤0.01%
+31
1298
$1K ﹤0.01%
+105
1299
$1K ﹤0.01%
17
1300
$1K ﹤0.01%
+80