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
1351
$2K ﹤0.01%
60
-20
1352
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+32
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41
1354
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47
+1
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107
1356
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+35
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18
1358
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954
1359
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80
1360
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25
1361
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1362
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56
1363
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55
1364
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27
1365
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69
1366
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97
1367
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107
1368
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1369
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1370
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68
+35
1371
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50
1372
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75
-5
1373
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+158
1374
$2K ﹤0.01%
+36
1375
$2K ﹤0.01%
80
53 54
55
56 57