Valeo Financial Advisors, LLC
CIK Number: 0001722641
3.59B
Market Value
677
# of Holdings
12 months
Avg. Holding Period
36.94%
Win Rate
29.66%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 514.54 | -2.25% | 967.46K | -0.71% | 556.56M | 353.32 | 15.48% |
| 2 | IJR | iShares Core S&... | 94.40 | -1.97% | 2.13M | +1.80% | 232.17M | 89.73 | 6.46% |
| 3 | IJH | iShares Core S&... | 53.64 | -2.21% | 3.14M | +9.90% | 195.62M | 60.13 | 5.44% |
| 4 | AAPL | Apple Inc. | 193.35 | -1.84% | 738.23K | +12.88% | 148.89M | 128.02 | 4.14% |
| 5 | IEMG | iShares Core MS... | 51.98 | +0.01% | 2.72M | +1.41% | 141.92M | 51.65 | 3.95% |
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