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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
$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%
42
1602
$1K ﹤0.01%
84
1603
$1K ﹤0.01%
12
1604
$1K ﹤0.01%
21
1605
$1K ﹤0.01%
+119
1606
$1K ﹤0.01%
117
1607
$1K ﹤0.01%
14
1608
$1K ﹤0.01%
+148
1609
$1K ﹤0.01%
60
1610
$1K ﹤0.01%
33
1611
$1K ﹤0.01%
12
1612
$1K ﹤0.01%
56
1613
$1K ﹤0.01%
+24
1614
$1K ﹤0.01%
+36
1615
$1K ﹤0.01%
19
1616
$1K ﹤0.01%
76
1617
$1K ﹤0.01%
30
1618
$1K ﹤0.01%
57
1619
$1K ﹤0.01%
4
1620
$1K ﹤0.01%
20
+10
1621
$1K ﹤0.01%
30
+10
1622
$1K ﹤0.01%
26
1623
$1K ﹤0.01%
+104
1624
$1K ﹤0.01%
+25
1625
$1K ﹤0.01%
+5