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
1426
$1K ﹤0.01%
18
1427
$1K ﹤0.01%
100
1428
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+500
1429
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37
1430
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+32
1431
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1
1432
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226
1433
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1434
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1435
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+7
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1439
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100
1440
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20
1441
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1442
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1443
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4
1445
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25
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32
+1
1447
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15
1448
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40
1449
$1K ﹤0.01%
8
-242
1450
$1K ﹤0.01%
40
56 57
58
59 60