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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
$623M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.14M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.07M
5
ALK icon
Alaska Air
ALK
+$1.42M

Top Sells

1
+$3.09M
2
+$1.31M
3
+$1.27M
4
AMGN icon
Amgen
AMGN
+$1.25M
5
EMR icon
Emerson Electric
EMR
+$1.16M

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%
+202
1327
$2K ﹤0.01%
107
1328
$2K ﹤0.01%
+35
1329
$2K ﹤0.01%
21
1330
$2K ﹤0.01%
954
1331
$2K ﹤0.01%
80
1332
$2K ﹤0.01%
44
1333
$2K ﹤0.01%
97
1334
$2K ﹤0.01%
100
1335
$2K ﹤0.01%
+160
1336
$2K ﹤0.01%
107
1337
$2K ﹤0.01%
160
1338
$2K ﹤0.01%
10
1339
$2K ﹤0.01%
36
1340
$2K ﹤0.01%
80
1341
$2K ﹤0.01%
41
1342
$2K ﹤0.01%
52
1343
$2K ﹤0.01%
210
1344
$2K ﹤0.01%
68
+35
1345
$2K ﹤0.01%
50
1346
$2K ﹤0.01%
75
-5
1347
$2K ﹤0.01%
+158
1348
$2K ﹤0.01%
+36
1349
$2K ﹤0.01%
17
1350
$2K ﹤0.01%
26
-91
52 53
54
55 56