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 9.31%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.43%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$5K ﹤0.01%
+64
1427
$5K ﹤0.01%
+137
1428
$5K ﹤0.01%
+167
1429
$5K ﹤0.01%
86
1430
$5K ﹤0.01%
1,400
+60
1431
$5K ﹤0.01%
+123
1432
$5K ﹤0.01%
60
+31
1433
$5K ﹤0.01%
89
+63
1434
$5K ﹤0.01%
469
1435
$5K ﹤0.01%
+23
1436
$5K ﹤0.01%
+32
1437
$5K ﹤0.01%
168
1438
$5K ﹤0.01%
+180
1439
$5K ﹤0.01%
171
1440
$5K ﹤0.01%
500
1441
$5K ﹤0.01%
227
+7
1442
$5K ﹤0.01%
54
+39
1443
$5K ﹤0.01%
73
1444
$5K ﹤0.01%
123
+18
1445
$5K ﹤0.01%
763
-641
1446
$5K ﹤0.01%
1,000
1447
$5K ﹤0.01%
86
-100
1448
$5K ﹤0.01%
394
-54
1449
$5K ﹤0.01%
158
+13
1450
$5K ﹤0.01%
177
56 57
58
59 60