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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
$1.14B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,238
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$4.61M
3
+$3.64M
4
WBA
Walgreens Boots Alliance
WBA
+$1.37M
5
BA icon
Boeing
BA
+$1.21M

Top Sells

1
+$24M
2
+$6.44M
3
+$5.02M
4
AAPL icon
Apple
AAPL
+$4.98M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.81M

Sector Composition

1 Technology 9.45%
2 Financials 6.36%
3 Healthcare 5.17%
4 Industrials 4.32%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$0 ﹤0.01%
+3
1702
$0 ﹤0.01%
7
+1
1703
– –
-31
1704
– –
-4,182
1705
– –
-123
1706
– –
-259
1707
– –
-46
1708
– –
-1,050
1709
– –
-2,016
1710
– –
-22
1711
– –
-7
1712
– –
-156
1713
– –
-50
1714
– –
-2,451
1715
– –
0
1716
$0 ﹤0.01%
21
-1
1717
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-11
1718
– –
-232
1719
– –
-784
1720
– –
-1,122
1721
– –
-100
1722
– –
-88
1723
– –
-65
1724
$0 ﹤0.01%
3
1725
– –
-156
67 68
69
70 71