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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
1501
$1K ﹤0.01%
34
+2
1502
$1K ﹤0.01%
19
+2
1503
$1K ﹤0.01%
33
1504
$1K ﹤0.01%
300
1505
$1K ﹤0.01%
32
-18
1506
$1K ﹤0.01%
31
1507
$1K ﹤0.01%
40
1508
$1K ﹤0.01%
+33
1509
$1K ﹤0.01%
8
+1
1510
$1K ﹤0.01%
60
1511
$1K ﹤0.01%
25
1512
$1K ﹤0.01%
+124
1513
$1K ﹤0.01%
+56
1514
$1K ﹤0.01%
18
+1
1515
$1K ﹤0.01%
+56
1516
$1K ﹤0.01%
21
1517
$1K ﹤0.01%
+18
1518
$1K ﹤0.01%
+100
1519
$1K ﹤0.01%
15
1520
$1K ﹤0.01%
10
-1,200
1521
$1K ﹤0.01%
20
1522
$1K ﹤0.01%
7
1523
$1K ﹤0.01%
25
1524
$1K ﹤0.01%
32
1525
– –
-1,323
59 60
61
62 63