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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
1401
$2K ﹤0.01%
34
-44
1402
$2K ﹤0.01%
+157
1403
$2K ﹤0.01%
57
-49
1404
$2K ﹤0.01%
+102
1405
$2K ﹤0.01%
100
1406
$2K ﹤0.01%
8
+2
1407
$2K ﹤0.01%
+77
1408
$2K ﹤0.01%
13
-12
1409
$2K ﹤0.01%
32
-277
1410
$2K ﹤0.01%
95
1411
$2K ﹤0.01%
24
+17
1412
$1K ﹤0.01%
7
1413
$1K ﹤0.01%
17
-100
1414
$1K ﹤0.01%
+1
1415
$1K ﹤0.01%
+9
1416
$1K ﹤0.01%
12
1417
$1K ﹤0.01%
38
-39
1418
$1K ﹤0.01%
+20
1419
$1K ﹤0.01%
15
-4
1420
$1K ﹤0.01%
18
-194
1421
$1K ﹤0.01%
25
1422
$1K ﹤0.01%
43
-103
1423
$1K ﹤0.01%
159
1424
$1K ﹤0.01%
+300
1425
$1K ﹤0.01%
14
-10
55 56
57
58 59