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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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$2K ﹤0.01%
103
-1,414
1377
$2K ﹤0.01%
10
-23
1378
$2K ﹤0.01%
25
-24
1379
$2K ﹤0.01%
9
-114
1380
$2K ﹤0.01%
22
-1,304
1381
$2K ﹤0.01%
28
-162
1382
$2K ﹤0.01%
242
1383
$2K ﹤0.01%
47
-153
1384
$2K ﹤0.01%
50
-48
1385
$2K ﹤0.01%
200
1386
$2K ﹤0.01%
1,573
-668
1387
$2K ﹤0.01%
22
1388
$2K ﹤0.01%
+225
1389
$2K ﹤0.01%
+258
1390
$2K ﹤0.01%
+25
1391
$2K ﹤0.01%
2,268
+8
1392
$2K ﹤0.01%
61
-13
1393
$2K ﹤0.01%
7,500
1394
$2K ﹤0.01%
+100
1395
$2K ﹤0.01%
26
-28
1396
$2K ﹤0.01%
+34
1397
$2K ﹤0.01%
+200
1398
$2K ﹤0.01%
+217
1399
$2K ﹤0.01%
111
+1
1400
$2K ﹤0.01%
27
-368
54 55
56
57 58