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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
$905M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,739
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.75M
3
+$6.24M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$5.88M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.5M

Top Sells

1
+$2.11M
2
+$2.08M
3
+$1.73M
4
SCHW
Charles Schwab
SCHW
+$1.53M
5
WPG
Washington Prime Group Inc.
WPG
+$1.04M

Sector Composition

1 Financials 8.28%
2 Technology 7.48%
3 Industrials 6.1%
4 Healthcare 5.12%
5 Communication Services 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$46K 0.01%
2,750
+250
627
$46K 0.01%
1,510
628
$46K 0.01%
901
629
$46K 0.01%
799
630
$46K 0.01%
2,110
631
$46K 0.01%
1,302
632
$46K 0.01%
+3,638
633
$46K 0.01%
200
+44
634
$45K 0.01%
3,040
635
$45K 0.01%
1,097
+300
636
$44K ﹤0.01%
789
-89
637
$44K ﹤0.01%
3,125
-154
638
$43K ﹤0.01%
223
+205
639
$43K ﹤0.01%
1,205
640
$43K ﹤0.01%
520
+339
641
$43K ﹤0.01%
2,000
642
$43K ﹤0.01%
+735
643
$43K ﹤0.01%
1,841
-232
644
$43K ﹤0.01%
874
+13
645
$43K ﹤0.01%
2,154
+100
646
$43K ﹤0.01%
1,853
647
$43K ﹤0.01%
1,032
+5
648
$42K ﹤0.01%
+913
649
$42K ﹤0.01%
1,528
+5
650
$42K ﹤0.01%
2,154
-242
24 25
26
27 28