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
1626
$1K ﹤0.01%
12
1627
$1K ﹤0.01%
+71
1628
$1K ﹤0.01%
+11
1629
$1K ﹤0.01%
56
1630
$1K ﹤0.01%
31
+1
1631
$1K ﹤0.01%
42
1632
$1K ﹤0.01%
84
1633
$1K ﹤0.01%
12
1634
$1K ﹤0.01%
21
1635
$1K ﹤0.01%
63
1636
$1K ﹤0.01%
65
1637
$1K ﹤0.01%
+63
1638
$1K ﹤0.01%
35
1639
$1K ﹤0.01%
184
1640
$1K ﹤0.01%
192
1641
$1K ﹤0.01%
22
1642
$1K ﹤0.01%
+119
1643
$1K ﹤0.01%
+104
1644
$1K ﹤0.01%
21
1645
$1K ﹤0.01%
18
1646
$1K ﹤0.01%
+295
1647
$1K ﹤0.01%
+20
1648
$1K ﹤0.01%
35
1649
$1K ﹤0.01%
20
1650
$1K ﹤0.01%
+27