VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
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
1,937
New
Increased
Reduced
Closed

Top Buys

1 +$8.02M
2 +$7.8M
3 +$6.64M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$5.21M
5
ASMB icon
Assembly Biosciences
ASMB
+$4.57M

Sector Composition

1 Financials 9.84%
2 Technology 7.41%
3 Industrials 6.44%
4 Healthcare 6.19%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$1K ﹤0.01%
33
1627
$1K ﹤0.01%
33
1628
$1K ﹤0.01%
19
1629
$1K ﹤0.01%
85
1630
$1K ﹤0.01%
18
1631
$1K ﹤0.01%
17
1632
$1K ﹤0.01%
+103
1633
$1K ﹤0.01%
17
1634
$1K ﹤0.01%
+50
1635
$1K ﹤0.01%
32
1636
$1K ﹤0.01%
+11
1637
$1K ﹤0.01%
56
1638
$1K ﹤0.01%
31
+1
1639
$1K ﹤0.01%
42
1640
$1K ﹤0.01%
84
1641
$1K ﹤0.01%
12
1642
$1K ﹤0.01%
184
1643
$1K ﹤0.01%
+30
1644
$1K ﹤0.01%
+20
1645
$1K ﹤0.01%
+15
1646
$1K ﹤0.01%
12
1647
$1K ﹤0.01%
+31
1648
$1K ﹤0.01%
+20
1649
$1K ﹤0.01%
+35
1650
$1K ﹤0.01%
7