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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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$1K ﹤0.01%
7
-83
1502
$1K ﹤0.01%
135
1503
$1K ﹤0.01%
56
-286
1504
$1K ﹤0.01%
29
-1,402
1505
$1K ﹤0.01%
31
+4
1506
$1K ﹤0.01%
100
1507
$1K ﹤0.01%
153
-109
1508
$1K ﹤0.01%
61
-36
1509
$1K ﹤0.01%
64
-254
1510
$1K ﹤0.01%
45
-30
1511
$1K ﹤0.01%
125
1512
– –
0
1513
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4
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1514
$1K ﹤0.01%
+121
1515
$1K ﹤0.01%
4
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1516
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+6
1517
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24
1518
$1K ﹤0.01%
9
-31
1519
$1K ﹤0.01%
+13
1520
– –
-8
1521
– –
-46
1522
– –
-14
1523
– –
-10
1524
– –
-12
1525
– –
-51
59 60
61
62 63