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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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,180
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.46M
3
+$5.04M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.79M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.49M

Top Sells

1
+$2.3M
2
+$2M
3
+$939K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$817K
5
TSLA icon
Tesla
TSLA
+$714K

Sector Composition

1 Technology 9.3%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.44%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$5K ﹤0.01%
30
+10
1452
$5K ﹤0.01%
625
1453
$5K ﹤0.01%
+330
1454
$5K ﹤0.01%
3,250
-1,250
1455
$5K ﹤0.01%
296
+146
1456
$5K ﹤0.01%
140
+38
1457
$5K ﹤0.01%
47
+2
1458
$5K ﹤0.01%
147
-39
1459
$5K ﹤0.01%
225
+200
1460
$5K ﹤0.01%
65
1461
$5K ﹤0.01%
120
1462
$5K ﹤0.01%
245
1463
$5K ﹤0.01%
+64
1464
$5K ﹤0.01%
+137
1465
$5K ﹤0.01%
64
+47
1466
$5K ﹤0.01%
+120
1467
$5K ﹤0.01%
132
+12
1468
$5K ﹤0.01%
400
1469
$5K ﹤0.01%
60
1470
$5K ﹤0.01%
130
+2
1471
$5K ﹤0.01%
178
+39
1472
$5K ﹤0.01%
94
+64
1473
$5K ﹤0.01%
102
+69
1474
$5K ﹤0.01%
200
1475
$5K ﹤0.01%
22
+15
57 58
59
60 61