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
$3.58B
AUM Growth
+$3.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$331M
2
+$25.7M
3
+$22.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$20.6M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$17.4M

Top Sells

1
+$10.6M
2
+$4.61M
3
+$1.47M
4
ET icon
Energy Transfer Partners
ET
+$1.45M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.32M

Sector Composition

1 Technology 10.61%
2 Financials 6.64%
3 Healthcare 5.57%
4 Consumer Discretionary 3.4%
5 Communication Services 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.06K ﹤0.01%
+342
677
– –
-9,163
678
– –
-146,186
679
– –
-24,900
680
– –
-4,242
681
– –
-141,615
682
– –
-920
683
– –
-1,074
684
– –
-5,835
685
– –
-10,029
686
– –
-1,585
687
– –
-9,322
688
– –
-3,000
689
– –
-84,580
690
– –
-10,000
691
– –
-332
692
– –
-8,640
693
– –
-1,182
694
– –
-3,733
695
– –
-3,326
696
– –
-3,927
697
– –
-3,659
698
– –
-2,399
699
– –
-2,585
700
– –
-1,181
26 27
28
29 30