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

Top Buys

1
+$9.99M
2
+$7.69M
3
+$2.91M
4
FDX icon
FedEx
FDX
+$1.93M
5
TRU icon
TransUnion
TRU
+$1.76M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.32M
4
DUK icon
Duke Energy
DUK
+$1.32M
5
SBUX icon
Starbucks
SBUX
+$1.23M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.47%
4 Healthcare 5.88%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$2K ﹤0.01%
27
1377
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68
1378
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32
1379
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+225
1380
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100
1381
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200
1382
$2K ﹤0.01%
+506
1383
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11
+6
1384
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+63
1385
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+49
1386
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36
1387
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131
+5
1388
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60
+23
1389
$2K ﹤0.01%
39
+2
1390
$2K ﹤0.01%
8
+2
1391
$2K ﹤0.01%
+22
1392
$2K ﹤0.01%
71
1393
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70
1394
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54
1395
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98
+3
1396
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50
1397
$2K ﹤0.01%
500
1398
$2K ﹤0.01%
33
1399
$2K ﹤0.01%
700
-400
1400
$2K ﹤0.01%
123
54 55
56
57 58