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
1676
$1K ﹤0.01%
22
+5
1677
$1K ﹤0.01%
12
1678
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+31
1679
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+20
1680
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+35
1681
$1K ﹤0.01%
7
1682
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+54
1683
$1K ﹤0.01%
9
+5
1684
$1K ﹤0.01%
26
1685
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24
1686
$1K ﹤0.01%
332
1687
$1K ﹤0.01%
120
+20
1688
$1K ﹤0.01%
39
1689
$1K ﹤0.01%
+53
1690
$1K ﹤0.01%
41
1691
$1K ﹤0.01%
12
+6
1692
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61
1693
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32
1694
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45
1695
$1K ﹤0.01%
+20
1696
$1K ﹤0.01%
23
1697
$1K ﹤0.01%
23
1698
$1K ﹤0.01%
+50
1699
$1K ﹤0.01%
+16
1700
$1K ﹤0.01%
17