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
$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
1376
$2K ﹤0.01%
32
1377
$2K ﹤0.01%
+225
1378
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100
1379
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200
1380
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+506
1381
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11
+6
1382
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+63
1383
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+49
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36
1385
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131
+5
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60
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39
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8
+2
1389
$2K ﹤0.01%
+22
1390
$2K ﹤0.01%
71
1391
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70
1392
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54
1393
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98
+3
1394
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50
1395
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500
1396
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33
1397
$2K ﹤0.01%
700
-400
1398
$2K ﹤0.01%
123
1399
$2K ﹤0.01%
115
1400
$2K ﹤0.01%
+137
54 55
56
57 58