We are live on ! Find out more
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
$936M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$12.1M
3
+$7.88M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.95M

Top Sells

1
+$2.77M
2
+$1.43M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LLY icon
Eli Lilly
LLY
+$1.13M

Sector Composition

1 Technology 7.98%
2 Financials 7.25%
3 Healthcare 5.64%
4 Industrials 4.61%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$3K ﹤0.01%
+65
1352
$3K ﹤0.01%
117
1353
$3K ﹤0.01%
+500
1354
$3K ﹤0.01%
78
1355
$3K ﹤0.01%
+34
1356
$3K ﹤0.01%
46
+34
1357
$3K ﹤0.01%
86
1358
$3K ﹤0.01%
114
1359
$3K ﹤0.01%
79
-3,271
1360
$3K ﹤0.01%
100
-220
1361
$3K ﹤0.01%
90
1362
$3K ﹤0.01%
448
+132
1363
$3K ﹤0.01%
145
1364
$3K ﹤0.01%
96
1365
$3K ﹤0.01%
171
1366
$3K ﹤0.01%
55
+7
1367
$3K ﹤0.01%
60
+11
1368
$3K ﹤0.01%
217
+17
1369
$3K ﹤0.01%
316
1370
$3K ﹤0.01%
251
1371
$3K ﹤0.01%
+23
1372
$3K ﹤0.01%
50
1373
$3K ﹤0.01%
148
+23
1374
$3K ﹤0.01%
211
1375
$3K ﹤0.01%
+34
53 54
55
56 57