VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,938
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.84%
2 Technology 7.41%
3 Industrials 6.44%
4 Healthcare 6.19%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$1K ﹤0.01%
117
1577
$1K ﹤0.01%
14
1578
$1K ﹤0.01%
+148
1579
$1K ﹤0.01%
60
1580
$1K ﹤0.01%
33
1581
$1K ﹤0.01%
12
1582
$1K ﹤0.01%
56
1583
$1K ﹤0.01%
+24
1584
$1K ﹤0.01%
+36
1585
$1K ﹤0.01%
19
1586
$1K ﹤0.01%
76
1587
$1K ﹤0.01%
30
1588
$1K ﹤0.01%
57
1589
$1K ﹤0.01%
4
1590
$1K ﹤0.01%
20
+10
1591
$1K ﹤0.01%
30
+10
1592
$1K ﹤0.01%
26
1593
$1K ﹤0.01%
49
1594
$1K ﹤0.01%
+16
1595
$1K ﹤0.01%
51
+25
1596
$1K ﹤0.01%
+100
1597
$1K ﹤0.01%
52
+5
1598
$1K ﹤0.01%
9
1599
$1K ﹤0.01%
1
1600
$1K ﹤0.01%
61