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
$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%
+34
1277
$1K ﹤0.01%
100
1278
$1K ﹤0.01%
+17
1279
$1K ﹤0.01%
+2
1280
$1K ﹤0.01%
18
-29
1281
$1K ﹤0.01%
24
1282
$1K ﹤0.01%
+7
1283
$1K ﹤0.01%
+24
1284
$1K ﹤0.01%
100
1285
$1K ﹤0.01%
24
1286
$1K ﹤0.01%
+7
1287
$1K ﹤0.01%
100
1288
$1K ﹤0.01%
+39
1289
$1K ﹤0.01%
13
1290
$1K ﹤0.01%
+61
1291
$1K ﹤0.01%
36
1292
$1K ﹤0.01%
+4
1293
$1K ﹤0.01%
30
+3
1294
$1K ﹤0.01%
7
1295
$1K ﹤0.01%
50
1296
$1K ﹤0.01%
142
1297
$1K ﹤0.01%
+29
1298
$1K ﹤0.01%
18
-1,043
1299
$1K ﹤0.01%
20
1300
$1K ﹤0.01%
24
+1