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
1601
$1K ﹤0.01%
+5
1602
$1K ﹤0.01%
103
1603
$1K ﹤0.01%
17
1604
$1K ﹤0.01%
40
1605
$1K ﹤0.01%
24
1606
$1K ﹤0.01%
37
1607
$1K ﹤0.01%
11
1608
$1K ﹤0.01%
27
-18
1609
$1K ﹤0.01%
2,300
1610
$1K ﹤0.01%
34
1611
$1K ﹤0.01%
+5
1612
$1K ﹤0.01%
19
1613
$1K ﹤0.01%
21
1614
$1K ﹤0.01%
52
1615
$1K ﹤0.01%
+1
1616
$1K ﹤0.01%
69
1617
$1K ﹤0.01%
52
1618
$1K ﹤0.01%
85
1619
$1K ﹤0.01%
+25
1620
$1K ﹤0.01%
42
1621
$1K ﹤0.01%
18
1622
$1K ﹤0.01%
+38,000
1623
$1K ﹤0.01%
21
1624
$1K ﹤0.01%
105
1625
$1K ﹤0.01%
+6