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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
1301
$8K ﹤0.01%
106
+6
1302
$8K ﹤0.01%
702
1303
$8K ﹤0.01%
550
+277
1304
$8K ﹤0.01%
77
+22
1305
$8K ﹤0.01%
182
+100
1306
$8K ﹤0.01%
+300
1307
$8K ﹤0.01%
141
-88
1308
$8K ﹤0.01%
578
+35
1309
$8K ﹤0.01%
53
1310
$8K ﹤0.01%
139
+81
1311
$8K ﹤0.01%
117
+80
1312
$7K ﹤0.01%
94
-343
1313
$7K ﹤0.01%
+166
1314
$7K ﹤0.01%
685
+10
1315
$7K ﹤0.01%
100
+27
1316
$7K ﹤0.01%
1,000
1317
$7K ﹤0.01%
156
1318
$7K ﹤0.01%
785
1319
$7K ﹤0.01%
10,500
1320
$7K ﹤0.01%
337
1321
$7K ﹤0.01%
80
+59
1322
$7K ﹤0.01%
+1,000
1323
$7K ﹤0.01%
109
+65
1324
$7K ﹤0.01%
210
-943
1325
$7K ﹤0.01%
60
51 52
53
54 55