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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
$936M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$12.1M
3
+$7.88M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.95M

Top Sells

1
+$2.77M
2
+$1.43M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LLY icon
Eli Lilly
LLY
+$1.13M

Sector Composition

1 Technology 7.98%
2 Financials 7.25%
3 Healthcare 5.64%
4 Industrials 4.61%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$1K ﹤0.01%
1
1577
$1K ﹤0.01%
59
1578
$1K ﹤0.01%
26
1579
$1K ﹤0.01%
488
1580
$1K ﹤0.01%
+34
1581
$1K ﹤0.01%
+16
1582
$1K ﹤0.01%
+30
1583
$1K ﹤0.01%
130
+50
1584
$1K ﹤0.01%
22
1585
$1K ﹤0.01%
56
1586
$1K ﹤0.01%
700
1587
$1K ﹤0.01%
30
-9
1588
$1K ﹤0.01%
20
1589
$1K ﹤0.01%
200
1590
$1K ﹤0.01%
33
1591
$1K ﹤0.01%
32
-200
1592
$1K ﹤0.01%
41
+4
1593
$1K ﹤0.01%
+43
1594
$1K ﹤0.01%
+42
1595
$1K ﹤0.01%
+21
1596
$1K ﹤0.01%
+70
1597
$1K ﹤0.01%
29
1598
$1K ﹤0.01%
25
1599
$1K ﹤0.01%
+35
1600
$1K ﹤0.01%
40
62 63
64
65 66