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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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,180
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.46M
3
+$5.04M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.79M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.49M

Top Sells

1
+$2.3M
2
+$2M
3
+$939K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$817K
5
TSLA icon
Tesla
TSLA
+$714K

Sector Composition

1 Technology 9.3%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.44%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$8K ﹤0.01%
+206
1277
$8K ﹤0.01%
178
+108
1278
$8K ﹤0.01%
+1,256
1279
$8K ﹤0.01%
542
1280
$8K ﹤0.01%
155
1281
$8K ﹤0.01%
539
+383
1282
$8K ﹤0.01%
+25
1283
$8K ﹤0.01%
73
+10
1284
$8K ﹤0.01%
61
+38
1285
$8K ﹤0.01%
+130
1286
$8K ﹤0.01%
142
+3
1287
$8K ﹤0.01%
221
+120
1288
$8K ﹤0.01%
124
+109
1289
$8K ﹤0.01%
800
-4,400
1290
$8K ﹤0.01%
213
+107
1291
$8K ﹤0.01%
134
+103
1292
$8K ﹤0.01%
105
+20
1293
$8K ﹤0.01%
23
+9
1294
$8K ﹤0.01%
+127
1295
$8K ﹤0.01%
+252
1296
$8K ﹤0.01%
2,263
+33
1297
$8K ﹤0.01%
184
-1,066
1298
$8K ﹤0.01%
171
1299
$8K ﹤0.01%
466
-100
1300
$8K ﹤0.01%
98
50 51
52
53 54