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
776
$26K ﹤0.01%
925
+811
777
$25K ﹤0.01%
1,165
778
$25K ﹤0.01%
1,174
779
$25K ﹤0.01%
1,158
780
$25K ﹤0.01%
1,000
781
$25K ﹤0.01%
748
+176
782
$25K ﹤0.01%
407
783
$25K ﹤0.01%
1,169
784
$25K ﹤0.01%
1,450
785
$25K ﹤0.01%
500
786
$24K ﹤0.01%
+700
787
$24K ﹤0.01%
1,000
788
$24K ﹤0.01%
700
-614
789
$24K ﹤0.01%
1,200
790
$24K ﹤0.01%
221
+64
791
$24K ﹤0.01%
1,107
792
$24K ﹤0.01%
750
793
$24K ﹤0.01%
150
794
$24K ﹤0.01%
1,060
795
$24K ﹤0.01%
206
796
$24K ﹤0.01%
1,750
797
$24K ﹤0.01%
+600
798
$24K ﹤0.01%
172
+100
799
$24K ﹤0.01%
+1,053
800
$23K ﹤0.01%
1,025
-250
30 31
32
33 34