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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
1276
$4K ﹤0.01%
96
1277
$4K ﹤0.01%
130
-308
1278
$4K ﹤0.01%
244
-224
1279
$4K ﹤0.01%
416
-1,100
1280
$4K ﹤0.01%
+73
1281
$3K ﹤0.01%
56
+21
1282
$3K ﹤0.01%
+66
1283
$3K ﹤0.01%
207
+147
1284
$3K ﹤0.01%
1,100
1285
$3K ﹤0.01%
38
-97
1286
$3K ﹤0.01%
117
1287
$3K ﹤0.01%
120
1288
$3K ﹤0.01%
+533
1289
$3K ﹤0.01%
40
-850
1290
$3K ﹤0.01%
50
1291
$3K ﹤0.01%
14
-13
1292
$3K ﹤0.01%
35
-44
1293
$3K ﹤0.01%
250
1294
$3K ﹤0.01%
763
1295
$3K ﹤0.01%
86
-27
1296
$3K ﹤0.01%
114
-613
1297
$3K ﹤0.01%
70
-108
1298
$3K ﹤0.01%
100
1299
$3K ﹤0.01%
215
1300
$3K ﹤0.01%
117
-21
50 51
52
53 54