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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
$936M
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$12.1M
3
+$7.88M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$7.34M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.95M

Top Sells

1
+$2.77M
2
+$1.43M
3
+$1.19M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LLY icon
Eli Lilly
LLY
+$1.13M

Sector Composition

1 Technology 7.98%
2 Financials 7.25%
3 Healthcare 5.64%
4 Industrials 4.61%
5 Communication Services 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$1K ﹤0.01%
+53
1677
$1K ﹤0.01%
25
1678
$1K ﹤0.01%
5
-16
1679
$1K ﹤0.01%
36
+9
1680
$1K ﹤0.01%
+9
1681
$1K ﹤0.01%
786
-1,059
1682
$1K ﹤0.01%
100
-1,248
1683
$1K ﹤0.01%
11
1684
$1K ﹤0.01%
+3
1685
$1K ﹤0.01%
+8
1686
$1K ﹤0.01%
100
+82
1687
$1K ﹤0.01%
+44
1688
$1K ﹤0.01%
+35
1689
$1K ﹤0.01%
9
1690
$1K ﹤0.01%
+200
1691
$1K ﹤0.01%
119
1692
$1K ﹤0.01%
9
1693
$1K ﹤0.01%
37
+21
1694
$1K ﹤0.01%
+38
1695
$1K ﹤0.01%
60
1696
$1K ﹤0.01%
53
1697
$1K ﹤0.01%
+35
1698
$1K ﹤0.01%
+200
1699
$1K ﹤0.01%
27
1700
$1K ﹤0.01%
15
66 67
68
69 70