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
$436M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$28.5M
3
+$13.2M
4
AAPL icon
Apple
AAPL
+$11.8M
5
JPM icon
JPMorgan Chase
JPM
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.6%
2 Healthcare 7.79%
3 Technology 6.14%
4 Consumer Staples 5.45%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$265K 0.06%
+3,645
177
$264K 0.06%
+9,806
178
$262K 0.06%
+1,161
179
$262K 0.06%
+3,695
180
$255K 0.06%
+1,894
181
$254K 0.06%
+37,696
182
$254K 0.06%
+1,739
183
$252K 0.06%
+1,913
184
$251K 0.06%
+6,621
185
$248K 0.06%
+2,652
186
$245K 0.06%
+3,920
187
$245K 0.06%
+4,873
188
$244K 0.06%
+12,607
189
$236K 0.05%
+2,525
190
$230K 0.05%
+5,988
191
$224K 0.05%
+3,817
192
$221K 0.05%
+2,021
193
$216K 0.05%
+1,253
194
$212K 0.05%
+3,687
195
$210K 0.05%
+15,962
196
$208K 0.05%
+11,994
197
$199K 0.05%
+4,950
198
$198K 0.04%
+1,386
199
$196K 0.04%
+10,815
200
$196K 0.04%
+7,306
6 7
8
9 10