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
1401
$2K ﹤0.01%
115
1402
$2K ﹤0.01%
100
1403
$2K ﹤0.01%
+137
1404
$2K ﹤0.01%
2
1405
$2K ﹤0.01%
25
-15
1406
$2K ﹤0.01%
50
1407
$2K ﹤0.01%
150
1408
$2K ﹤0.01%
37
+2
1409
$2K ﹤0.01%
33
1410
$2K ﹤0.01%
39
+3
1411
$2K ﹤0.01%
20
1412
$1K ﹤0.01%
20
1413
$1K ﹤0.01%
5
-100
1414
$1K ﹤0.01%
25
1415
$1K ﹤0.01%
25
1416
$1K ﹤0.01%
16
1417
$1K ﹤0.01%
20
1418
$1K ﹤0.01%
4
-80
1419
$1K ﹤0.01%
8
+1
1420
$1K ﹤0.01%
+36
1421
$1K ﹤0.01%
15
1422
$1K ﹤0.01%
+27
1423
$1K ﹤0.01%
4
1424
$1K ﹤0.01%
64
+22
1425
$1K ﹤0.01%
16
-125
55 56
57
58 59