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
$436M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$28.5M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.8M
5
JPM icon
JPMorgan Chase
JPM
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.6%
2 Healthcare 7.79%
3 Technology 6.14%
4 Consumer Staples 5.45%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$474K 0.11%
+5,932
127
$472K 0.11%
+9,473
128
$469K 0.11%
+6,168
129
$467K 0.11%
+2,461
130
$465K 0.11%
+14,671
131
$459K 0.1%
+4,255
132
$457K 0.1%
+17,658
133
$453K 0.1%
+2,313
134
$449K 0.1%
+11,803
135
$449K 0.1%
+22,377
136
$448K 0.1%
+7,721
137
$447K 0.1%
+3,221
138
$444K 0.1%
+3,421
139
$430K 0.1%
+6,702
140
$430K 0.1%
+430,156
141
$423K 0.1%
+8,602
142
$419K 0.09%
+8,673
143
$415K 0.09%
+5,954
144
$411K 0.09%
+29,464
145
$406K 0.09%
+14,274
146
$394K 0.09%
+20,900
147
$388K 0.09%
+2,733
148
$387K 0.09%
+4,282
149
$384K 0.09%
+4,196
150
$382K 0.09%
+4,213
4 5
6
7 8