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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
1451
$2K ﹤0.01%
29
1452
$2K ﹤0.01%
+26
1453
$2K ﹤0.01%
61
+5
1454
$2K ﹤0.01%
+35
1455
$2K ﹤0.01%
50
1456
$2K ﹤0.01%
495
-30
1457
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161
1458
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55
1459
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100
1460
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3
-5
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$2K ﹤0.01%
+44
1462
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+9
1463
$2K ﹤0.01%
221
1464
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196
-53
1465
$2K ﹤0.01%
57
-403
1466
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91
1467
$2K ﹤0.01%
+63
1468
$2K ﹤0.01%
+49
1469
$2K ﹤0.01%
+250
1470
$2K ﹤0.01%
260
+220
1471
$2K ﹤0.01%
193
+75
1472
$2K ﹤0.01%
50
1473
$2K ﹤0.01%
200
1474
$2K ﹤0.01%
104
1475
$2K ﹤0.01%
25
+3
57 58
59
60 61