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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
1951
$0 ﹤0.01%
3
1952
– –
-223
1953
$0 ﹤0.01%
47
+16
1954
– –
-215
1955
– –
-389
1956
– –
-20
1957
– –
-89
1958
– –
-24
1959
$0 ﹤0.01%
6
1960
– –
-309
1961
$0 ﹤0.01%
6
-58
1962
– –
-869
1963
– –
-52
1964
– –
-996
1965
– –
-154
1966
– –
-305
1967
– –
-992
1968
– –
-510
1969
– –
-2,233
1970
– –
-34
1971
– –
-1,168
1972
– –
-3
1973
– –
-55
1974
– –
-1,200
1975
$0 ﹤0.01%
8
77 78
79
80 81