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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
$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%
8
+2
1377
$2K ﹤0.01%
+22
1378
$2K ﹤0.01%
71
1379
$2K ﹤0.01%
70
1380
$2K ﹤0.01%
54
1381
$2K ﹤0.01%
98
+3
1382
$2K ﹤0.01%
50
1383
$2K ﹤0.01%
500
1384
$2K ﹤0.01%
33
1385
$2K ﹤0.01%
700
-400
1386
$2K ﹤0.01%
50
1387
$2K ﹤0.01%
150
1388
$2K ﹤0.01%
37
+2
1389
$2K ﹤0.01%
52
+42
1390
$2K ﹤0.01%
15
1391
$2K ﹤0.01%
135
1392
$2K ﹤0.01%
50
1393
$2K ﹤0.01%
41
1394
$2K ﹤0.01%
27
-34
1395
$2K ﹤0.01%
70
1396
$2K ﹤0.01%
250
1397
$2K ﹤0.01%
234
1398
$2K ﹤0.01%
32
-6
1399
$2K ﹤0.01%
115
-20
1400
$2K ﹤0.01%
40
54 55
56
57 58