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
$873M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,726
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.72M
3
+$5.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.34M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.88M

Top Sells

1
+$6.26M
2
+$806K
3
+$718K
4
BLK icon
Blackrock
BLK
+$716K
5
AGN
Allergan plc
AGN
+$590K

Sector Composition

1 Financials 8.96%
2 Technology 7.27%
3 Industrials 6.51%
4 Healthcare 5.73%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$28K ﹤0.01%
2,150
752
$28K ﹤0.01%
+275
753
$28K ﹤0.01%
375
-139
754
$28K ﹤0.01%
164
755
$28K ﹤0.01%
150
756
$28K ﹤0.01%
359
-56
757
$28K ﹤0.01%
807
+713
758
$28K ﹤0.01%
972
759
$28K ﹤0.01%
47
760
$28K ﹤0.01%
1,784
761
$28K ﹤0.01%
456
762
$27K ﹤0.01%
+1,200
763
$27K ﹤0.01%
547
764
$27K ﹤0.01%
5,423
-776
765
$27K ﹤0.01%
600
766
$27K ﹤0.01%
275
-59
767
$27K ﹤0.01%
2,824
768
$26K ﹤0.01%
2,938
769
$26K ﹤0.01%
1,057
-1,000
770
$26K ﹤0.01%
657
771
$26K ﹤0.01%
999
772
$26K ﹤0.01%
300
-1,225
773
$26K ﹤0.01%
91
774
$26K ﹤0.01%
250
-15
775
$26K ﹤0.01%
1,068
29 30
31
32 33