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
1976
– –
-134
1977
– –
-1,177
1978
$0 ﹤0.01%
+25
1979
– –
-323
1980
– –
-166
1981
– –
-94
1982
– –
-73
1983
– –
-1,799
1984
– –
-95
1985
– –
-730
1986
– –
-542
1987
– –
-22
1988
– –
-142
1989
$0 ﹤0.01%
4
-237
1990
– –
-7,297
1991
– –
-1,200
1992
– –
-1,432
1993
– –
-206
1994
– –
-173
1995
– –
-21
1996
– –
-250
1997
– –
-3
1998
– –
-19
1999
– –
-91
2000
– –
-1,800
78 79
80
81 82