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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
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$7.66M
3
+$2.82M
4
FDX icon
FedEx
FDX
+$1.88M
5
CVS icon
CVS Health
CVS
+$1.84M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.29M
4
MDLZ icon
Mondelez International
MDLZ
+$1.22M
5
SBUX icon
Starbucks
SBUX
+$1.13M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.48%
4 Healthcare 5.88%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$2K ﹤0.01%
+37
1327
$2K ﹤0.01%
39
-26
1328
$2K ﹤0.01%
57
+5
1329
$2K ﹤0.01%
18
-41
1330
$2K ﹤0.01%
117
1331
$2K ﹤0.01%
200
1332
$2K ﹤0.01%
19
1333
$2K ﹤0.01%
107
1334
$2K ﹤0.01%
104
1335
$2K ﹤0.01%
63
-1,075
1336
$2K ﹤0.01%
52
1337
$2K ﹤0.01%
28
1338
$2K ﹤0.01%
24
1339
$2K ﹤0.01%
1,000
1340
$2K ﹤0.01%
24
1341
$2K ﹤0.01%
34
+10
1342
$2K ﹤0.01%
14
1343
$2K ﹤0.01%
202
1344
$2K ﹤0.01%
372
1345
$2K ﹤0.01%
41
+18
1346
$2K ﹤0.01%
46
1347
$2K ﹤0.01%
95
1348
$2K ﹤0.01%
22
-3
1349
$2K ﹤0.01%
36
+2
1350
$2K ﹤0.01%
50
52 53
54
55 56