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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$8.59M
3 +$4.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.05M

Top Sells

1 +$2.27M
2 +$2M
3 +$998K
4
TSLA icon
Tesla
TSLA
+$950K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$863K

Sector Composition

1 Technology 9.3%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.44%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$4K ﹤0.01%
213
+69
1527
$4K ﹤0.01%
113
+27
1528
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+46
1529
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94
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1530
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500
1531
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+215
1532
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73
+13
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+75
1534
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268
1535
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1536
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1537
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1538
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1539
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86
+28
1540
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+2,000
1541
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338
1542
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1543
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126
+109
1544
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67
+9
1545
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467
+27
1546
$4K ﹤0.01%
340
1547
$4K ﹤0.01%
75
1548
$4K ﹤0.01%
+40
1549
$4K ﹤0.01%
29
1550
$4K ﹤0.01%
200