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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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,180
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.46M
3
+$5.04M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.79M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.49M

Top Sells

1
+$2.3M
2
+$2M
3
+$939K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$817K
5
TSLA icon
Tesla
TSLA
+$714K

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
1551
$4K ﹤0.01%
19
1552
$4K ﹤0.01%
75
1553
$4K ﹤0.01%
+40
1554
$4K ﹤0.01%
108
-9
1555
$4K ﹤0.01%
125
1556
$4K ﹤0.01%
194
1557
$4K ﹤0.01%
106
+25
1558
$4K ﹤0.01%
+305
1559
$4K ﹤0.01%
+157
1560
$4K ﹤0.01%
+100
1561
$3K ﹤0.01%
965
-438
1562
$3K ﹤0.01%
89
-1
1563
$3K ﹤0.01%
200
1564
$3K ﹤0.01%
+32
1565
$3K ﹤0.01%
39
1566
$3K ﹤0.01%
200
1567
$3K ﹤0.01%
61
1568
$3K ﹤0.01%
161
1569
$3K ﹤0.01%
30
+5
1570
$3K ﹤0.01%
+140
1571
$3K ﹤0.01%
77
1572
$3K ﹤0.01%
117
1573
$3K ﹤0.01%
68
+59
1574
$3K ﹤0.01%
96
+62
1575
$3K ﹤0.01%
+164
61 62
63
64 65