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
1826
$1K ﹤0.01%
+29
1827
$1K ﹤0.01%
29
1828
$1K ﹤0.01%
+52
1829
$1K ﹤0.01%
160
1830
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29
-9
1831
$1K ﹤0.01%
+107
1832
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44
1833
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+24
1834
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27
1835
$1K ﹤0.01%
+10
1836
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9
1837
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1838
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+2
1839
$1K ﹤0.01%
40
1840
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+28
1841
$1K ﹤0.01%
5
-152
1842
$1K ﹤0.01%
12
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1843
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+18
1844
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4
1845
$1K ﹤0.01%
+12
1846
$1K ﹤0.01%
+19
1847
$1K ﹤0.01%
+6
1848
$1K ﹤0.01%
+20
1849
$1K ﹤0.01%
20
1850
$1K ﹤0.01%
+750
72 73
74
75 76