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
$1.09B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.59M
3
+$4.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.05M

Top Sells

1
+$2.27M
2
+$2M
3
+$998K
4
TSLA icon
Tesla
TSLA
+$950K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$863K

Sector Composition

1 Technology 9.31%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.43%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$1K ﹤0.01%
+8
1752
$1K ﹤0.01%
+6
1753
$1K ﹤0.01%
138
1754
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12
1755
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52
1756
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1757
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34
1758
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1759
$1K ﹤0.01%
+55
1760
$1K ﹤0.01%
64
1761
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1762
$1K ﹤0.01%
+73
1763
$1K ﹤0.01%
45
+25
1764
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39
1765
$1K ﹤0.01%
56
1766
$1K ﹤0.01%
+200
1767
$1K ﹤0.01%
22
1768
$1K ﹤0.01%
+40
1769
$1K ﹤0.01%
+760
1770
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+7
1771
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7
+1
1772
$1K ﹤0.01%
64
1773
$1K ﹤0.01%
100
-25
1774
$1K ﹤0.01%
57
1775
$1K ﹤0.01%
+100
69 70
71
72 73