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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,792
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.51M
3
+$3.61M
4
D icon
Dominion Energy
D
+$2.58M
5
CAT icon
Caterpillar
CAT
+$1.82M

Top Sells

1
+$669K
2
+$654K
3
+$397K
4
WFC icon
Wells Fargo
WFC
+$385K
5
TSLA icon
Tesla
TSLA
+$368K

Sector Composition

1 Financials 8.06%
2 Technology 8.05%
3 Industrials 6.07%
4 Healthcare 5.73%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$3K ﹤0.01%
52
1402
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35
-365
1403
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1404
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1405
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1406
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70
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1410
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100
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1414
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22
1415
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61
-57
1416
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+127
1417
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1418
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27
1419
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58
1420
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1421
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1422
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30
1423
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1424
$2K ﹤0.01%
202
1425
$2K ﹤0.01%
362
55 56
57
58 59