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 9.3%
2 Financials 6.43%
3 Healthcare 5.54%
4 Industrials 4.44%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$1K ﹤0.01%
76
1802
$1K ﹤0.01%
+40
1803
$1K ﹤0.01%
+3,900
1804
$1K ﹤0.01%
+7
1805
$1K ﹤0.01%
+24
1806
$1K ﹤0.01%
700
1807
$1K ﹤0.01%
20
1808
$1K ﹤0.01%
+10
1809
$1K ﹤0.01%
+13
1810
$1K ﹤0.01%
+16
1811
$1K ﹤0.01%
+73
1812
$1K ﹤0.01%
45
+25
1813
$1K ﹤0.01%
39
1814
$1K ﹤0.01%
56
1815
$1K ﹤0.01%
+200
1816
$1K ﹤0.01%
22
1817
$1K ﹤0.01%
+40
1818
$1K ﹤0.01%
+760
1819
$1K ﹤0.01%
+7
1820
$1K ﹤0.01%
484
1821
$1K ﹤0.01%
36
1822
$1K ﹤0.01%
488
1823
$1K ﹤0.01%
34
1824
$1K ﹤0.01%
+26
1825
$1K ﹤0.01%
22
71 72
73
74 75