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
201
$195K 0.04%
+4,493
202
$191K 0.04%
+998
203
$191K 0.04%
+1,405
204
$191K 0.04%
+5,625
205
$188K 0.04%
+5,825
206
$186K 0.04%
+2,483
207
$181K 0.04%
+3,181
208
$178K 0.04%
+2,303
209
$177K 0.04%
+2,470
210
$176K 0.04%
+561
211
$176K 0.04%
+6,679
212
$174K 0.04%
+1,594
213
$174K 0.04%
+3,365
214
$172K 0.04%
+1,554
215
$172K 0.04%
+2,686
216
$171K 0.04%
+2,332
217
$170K 0.04%
+9,822
218
$170K 0.04%
+529
219
$169K 0.04%
+6,128
220
$169K 0.04%
+1,208
221
$163K 0.04%
+3,660
222
$162K 0.04%
+1,886
223
$160K 0.04%
+4,557
224
$159K 0.04%
+1,957
225
$159K 0.04%
+11,724
7 8
9
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