VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,938
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.84%
2 Technology 7.41%
3 Industrials 6.44%
4 Healthcare 6.19%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$3K ﹤0.01%
+40
1377
$3K ﹤0.01%
94
-142
1378
$3K ﹤0.01%
+48
1379
$3K ﹤0.01%
+125
1380
$3K ﹤0.01%
+1,100
1381
$3K ﹤0.01%
166
1382
$3K ﹤0.01%
292
1383
$3K ﹤0.01%
52
+36
1384
$3K ﹤0.01%
79
1385
$3K ﹤0.01%
+76
1386
$3K ﹤0.01%
1,082
1387
$3K ﹤0.01%
+81
1388
$3K ﹤0.01%
+370
1389
$3K ﹤0.01%
16
1390
$3K ﹤0.01%
104
-60
1391
$3K ﹤0.01%
+49
1392
$3K ﹤0.01%
314
+195
1393
$3K ﹤0.01%
+93
1394
$3K ﹤0.01%
981
1395
$3K ﹤0.01%
38
1396
$3K ﹤0.01%
+153
1397
$3K ﹤0.01%
+147
1398
$3K ﹤0.01%
+105
1399
$3K ﹤0.01%
27
1400
$3K ﹤0.01%
50