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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
1476
$1K ﹤0.01%
33
+4
1477
$1K ﹤0.01%
18
1478
$1K ﹤0.01%
59
1479
$1K ﹤0.01%
12
1480
$1K ﹤0.01%
22
1481
$1K ﹤0.01%
17
1482
$1K ﹤0.01%
14
1483
$1K ﹤0.01%
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1484
$1K ﹤0.01%
60
1485
$1K ﹤0.01%
12
1486
$1K ﹤0.01%
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1487
$1K ﹤0.01%
35
+1
1488
$1K ﹤0.01%
45
+5
1489
$1K ﹤0.01%
30
+3
1490
$1K ﹤0.01%
57
1491
$1K ﹤0.01%
10
1492
$1K ﹤0.01%
20
1493
$1K ﹤0.01%
119
+5
1494
$1K ﹤0.01%
1
1495
$1K ﹤0.01%
40
1496
$1K ﹤0.01%
24
1497
$1K ﹤0.01%
12
1498
$1K ﹤0.01%
11
1499
$1K ﹤0.01%
45
1500
$1K ﹤0.01%
+31
58 59
60
61 62