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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$8.59M
3 +$4.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.05M

Top Sells

1 +$2.27M
2 +$2M
3 +$998K
4
TSLA icon
Tesla
TSLA
+$950K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$863K

Sector Composition

1 Technology 9.3%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.44%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$6K ﹤0.01%
+228
1402
$6K ﹤0.01%
235
1403
$6K ﹤0.01%
223
+78
1404
$6K ﹤0.01%
182
1405
$6K ﹤0.01%
510
1406
$6K ﹤0.01%
88
+36
1407
$6K ﹤0.01%
468
+24
1408
$6K ﹤0.01%
47
+39
1409
$6K ﹤0.01%
25
1410
$6K ﹤0.01%
33
+6
1411
$6K ﹤0.01%
135
1412
$6K ﹤0.01%
90
+15
1413
$6K ﹤0.01%
2,260
1414
$6K ﹤0.01%
175
+1
1415
$6K ﹤0.01%
54
+28
1416
$5K ﹤0.01%
500
1417
$5K ﹤0.01%
227
+7
1418
$5K ﹤0.01%
54
+39
1419
$5K ﹤0.01%
73
1420
$5K ﹤0.01%
65
1421
$5K ﹤0.01%
120
1422
$5K ﹤0.01%
164
1423
$5K ﹤0.01%
130
+2
1424
$5K ﹤0.01%
178
+39
1425
$5K ﹤0.01%
69
+53