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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
1901
– –
-47
1902
$0 ﹤0.01%
+14
1903
– –
-2
1904
$0 ﹤0.01%
7
-554
1905
– –
0
1906
– –
-216
1907
$0 ﹤0.01%
8
-4
1908
– –
-53
1909
– –
-1,967
1910
– –
-26
1911
– –
-19
1912
– –
-188
1913
– –
-27
1914
– –
-40
1915
– –
-1,884
1916
– –
0
1917
– –
0
1918
– –
-21
1919
– –
-748
1920
– –
-860
1921
– –
-108
1922
– –
-125
1923
– –
-169
1924
$0 ﹤0.01%
+1
1925
– –
-21
75 76
77
78 79