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Home > Institutional Investor > Valeo Financial Advisors, Llc > Profile

Instuitional Investor - Valeo Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Valeo Financial Advisors, Llc
Portfolio Value $2,476,873,243
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 946,162 $442,418,928 17.86%
2.
Ishares Trust
 IEF 1,775,386 $180,795,927 7.29%
3.
Invesco S&P 500 Equal Weight Etf
 780,518 $123,165,601 4.97%
4.
Apple Inc.
 AAPL 636,143 $114,032,951 4.6%
5.
Vanguard Scottsdale Funds
 1,434,319 $84,262,541 3.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)