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
$436M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$28.5M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.8M
5
JPM icon
JPMorgan Chase
JPM
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.6%
2 Healthcare 7.79%
3 Technology 6.14%
4 Consumer Staples 5.45%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$375K 0.08%
+6,345
152
$374K 0.08%
+7,218
153
$372K 0.08%
+3,544
154
$358K 0.08%
+3,492
155
$355K 0.08%
+4,559
156
$354K 0.08%
+6,985
157
$353K 0.08%
+193
158
$349K 0.08%
+6,472
159
$345K 0.08%
+16,200
160
$342K 0.08%
+3,813
161
$336K 0.08%
+4,614
162
$331K 0.07%
+40,096
163
$328K 0.07%
+7,342
164
$311K 0.07%
+2,561
165
$309K 0.07%
+2,625
166
$307K 0.07%
+11,000
167
$307K 0.07%
+1,648
168
$300K 0.07%
+7,376
169
$293K 0.07%
+6,691
170
$289K 0.07%
+1,902
171
$288K 0.07%
+3,193
172
$285K 0.06%
+15,080
173
$283K 0.06%
+15,667
174
$276K 0.06%
+5,100
175
$268K 0.06%
+5,008
5 6
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