We are live on ! Find out more
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
1826
– –
-34
1827
– –
-26
1828
– –
0
1829
– –
-125
1830
– –
-1
1831
– –
-69
1832
– –
0
1833
$0 ﹤0.01%
25
1834
$0 ﹤0.01%
5
1835
– –
-80
1836
– –
-94
1837
– –
-383
1838
$0 ﹤0.01%
3
1839
– –
-22
1840
– –
-4,000
1841
– –
-7
1842
– –
-5,505
1843
– –
-736
1844
– –
-33
1845
– –
-3,386
1846
– –
-69
1847
– –
-8
1848
– –
-1,146
1849
– –
-6
1850
$0 ﹤0.01%
1
-29
72 73
74
75 76