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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
$936M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$12.1M
3
+$7.88M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.95M

Top Sells

1
+$2.77M
2
+$1.43M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LLY icon
Eli Lilly
LLY
+$1.13M

Sector Composition

1 Technology 7.98%
2 Financials 7.25%
3 Healthcare 5.64%
4 Industrials 4.61%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$2K ﹤0.01%
100
1427
$2K ﹤0.01%
+23
1428
$2K ﹤0.01%
250
-104
1429
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+21
1430
$2K ﹤0.01%
234
1431
$2K ﹤0.01%
+29
1432
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+15
1433
$2K ﹤0.01%
22
-806
1434
$2K ﹤0.01%
+46
1435
$2K ﹤0.01%
875
1436
$2K ﹤0.01%
42
+6
1437
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13
1438
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+60
1439
$2K ﹤0.01%
85
1440
$2K ﹤0.01%
152
1441
$2K ﹤0.01%
60
-200
1442
– –
0
1443
$2K ﹤0.01%
+55
1444
$2K ﹤0.01%
+61
1445
$2K ﹤0.01%
16
1446
$2K ﹤0.01%
61
1447
$2K ﹤0.01%
+1,050
1448
$2K ﹤0.01%
708
1449
$2K ﹤0.01%
200
1450
$2K ﹤0.01%
39
56 57
58
59 60