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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
$623M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$5.14M
3
+$2.35M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.07M
5
ALK icon
Alaska Air
ALK
+$1.42M

Top Sells

1
+$3.09M
2
+$1.31M
3
+$1.27M
4
AMGN icon
Amgen
AMGN
+$1.25M
5
EMR icon
Emerson Electric
EMR
+$1.16M

Sector Composition

1 Financials 10.42%
2 Technology 6.74%
3 Healthcare 6.32%
4 Industrials 5.72%
5 Communication Services 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$1K ﹤0.01%
9
1452
$1K ﹤0.01%
+15
1453
$1K ﹤0.01%
64
-1,384
1454
$1K ﹤0.01%
56
1455
$1K ﹤0.01%
16
+2
1456
$1K ﹤0.01%
48
1457
$1K ﹤0.01%
16
1458
$1K ﹤0.01%
95
1459
$1K ﹤0.01%
19
+2
1460
$1K ﹤0.01%
+56
1461
$1K ﹤0.01%
6
1462
$1K ﹤0.01%
15
1463
$1K ﹤0.01%
+25
1464
$1K ﹤0.01%
73
1465
$1K ﹤0.01%
36
+9
1466
$1K ﹤0.01%
34
1467
– –
0
1468
$1K ﹤0.01%
17
1469
$1K ﹤0.01%
6
1470
$1K ﹤0.01%
43
1471
$1K ﹤0.01%
91
+9
1472
$1K ﹤0.01%
12
1473
$1K ﹤0.01%
21
1474
$1K ﹤0.01%
42
1475
$1K ﹤0.01%
16
57 58
59
60 61