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
1476
$1K ﹤0.01%
56
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1477
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32
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65
-14
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25
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40
-300
1481
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1482
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25
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+1
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40
1490
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5
1491
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10
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1493
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3
1496
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56
1497
$1K ﹤0.01%
8
1498
$1K ﹤0.01%
+8
1499
$1K ﹤0.01%
15
1500
$1K ﹤0.01%
+6
58 59
60
61 62