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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
$822M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$7.66M
3
+$2.82M
4
FDX icon
FedEx
FDX
+$1.88M
5
CVS icon
CVS Health
CVS
+$1.84M

Top Sells

1
+$3.1M
2
+$1.5M
3
+$1.29M
4
MDLZ icon
Mondelez International
MDLZ
+$1.22M
5
SBUX icon
Starbucks
SBUX
+$1.13M

Sector Composition

1 Financials 8.98%
2 Technology 7.06%
3 Industrials 6.48%
4 Healthcare 5.88%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$1K ﹤0.01%
+22
1527
$1K ﹤0.01%
48
1528
$1K ﹤0.01%
+16
1529
$1K ﹤0.01%
20
1530
– –
-22
1531
– –
0
1532
– –
-58
1533
$0 ﹤0.01%
46
1534
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5
1535
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1536
$0 ﹤0.01%
5
1537
$0 ﹤0.01%
10
1538
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1539
$0 ﹤0.01%
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1540
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5
1541
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1542
– –
-105
1543
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-64
1544
$0 ﹤0.01%
2
-39
1545
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2
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0
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-662
1549
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1550
– –
0
60 61
62
63 64