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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
1301
$3K ﹤0.01%
200
-68
1302
$3K ﹤0.01%
875
1303
$3K ﹤0.01%
490
1304
$3K ﹤0.01%
202
1305
$3K ﹤0.01%
46
1306
$3K ﹤0.01%
85
-35
1307
$3K ﹤0.01%
495
-303
1308
$3K ﹤0.01%
20
-53
1309
$3K ﹤0.01%
3,250
1310
$3K ﹤0.01%
108
1311
$3K ﹤0.01%
159
+81
1312
$3K ﹤0.01%
800
1313
$3K ﹤0.01%
55
+41
1314
$3K ﹤0.01%
23
-6
1315
$3K ﹤0.01%
+100
1316
$3K ﹤0.01%
69
-188
1317
$3K ﹤0.01%
+30
1318
$3K ﹤0.01%
+129
1319
$3K ﹤0.01%
115
1320
$3K ﹤0.01%
+186
1321
$3K ﹤0.01%
+50
1322
$3K ﹤0.01%
+316
1323
$3K ﹤0.01%
60
1324
$3K ﹤0.01%
133
1325
$3K ﹤0.01%
300
-264
51 52
53
54 55