VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$623M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.02M
3
+$2.34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.05M
5
ALK icon
Alaska Air
ALK
+$1.32M

Top Sells

1
+$3.26M
2
+$1.27M
3
+$1.17M
4
AMGN icon
Amgen
AMGN
+$1.16M
5
EMR icon
Emerson Electric
EMR
+$1.11M

Sector Composition

1 Financials 10.42%
2 Technology 6.74%
3 Healthcare 6.32%
4 Industrials 5.72%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$2K ﹤0.01%
+98
1327
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+145
1328
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+233
1329
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1330
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15
1331
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154
1332
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107
1333
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1334
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30
1335
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1336
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1337
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1339
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1340
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60
1341
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1342
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104
+1
1343
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1344
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+160
1345
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52
1346
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+30
1347
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11
1348
$2K ﹤0.01%
100
1349
$2K ﹤0.01%
+39
1350
$2K ﹤0.01%
50
52 53
54
55 56