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
1451
$1K ﹤0.01%
37
1452
$1K ﹤0.01%
+9
1453
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+68
1454
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100
1455
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10
1456
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+42
1457
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6
1458
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35
1459
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54
1460
$1K ﹤0.01%
+13
1461
$1K ﹤0.01%
+10
1462
$1K ﹤0.01%
100
1463
$1K ﹤0.01%
+15
1464
$1K ﹤0.01%
43
+22
1465
$1K ﹤0.01%
12
1466
$1K ﹤0.01%
11
+4
1467
$1K ﹤0.01%
+27
1468
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20
1469
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+23
1470
$1K ﹤0.01%
17
1471
$1K ﹤0.01%
+20
1472
$1K ﹤0.01%
10
1473
$1K ﹤0.01%
10
1474
$1K ﹤0.01%
28
1475
$1K ﹤0.01%
1,054
57 58
59
60 61