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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
1401
$2K ﹤0.01%
70
1402
$2K ﹤0.01%
41
+2
1403
$2K ﹤0.01%
123
1404
$2K ﹤0.01%
115
1405
$2K ﹤0.01%
100
1406
$2K ﹤0.01%
+137
1407
$2K ﹤0.01%
2
1408
$2K ﹤0.01%
25
-15
1409
$2K ﹤0.01%
33
1410
$2K ﹤0.01%
39
+3
1411
$2K ﹤0.01%
20
1412
$1K ﹤0.01%
16
1413
$1K ﹤0.01%
+7
1414
$1K ﹤0.01%
12
1415
$1K ﹤0.01%
20
1416
$1K ﹤0.01%
5
-100
1417
$1K ﹤0.01%
25
1418
$1K ﹤0.01%
27
1419
$1K ﹤0.01%
100
1420
$1K ﹤0.01%
20
1421
$1K ﹤0.01%
17
1422
$1K ﹤0.01%
50
1423
$1K ﹤0.01%
32
1424
$1K ﹤0.01%
4
1425
$1K ﹤0.01%
25
-73
55 56
57
58 59