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
801
$23K ﹤0.01%
16,750
802
$23K ﹤0.01%
+2,050
803
$23K ﹤0.01%
442
-52
804
$23K ﹤0.01%
445
805
$23K ﹤0.01%
183
806
$23K ﹤0.01%
1,000
807
$23K ﹤0.01%
625
+250
808
$23K ﹤0.01%
1,247
809
$23K ﹤0.01%
425
810
$22K ﹤0.01%
750
811
$22K ﹤0.01%
395
812
$22K ﹤0.01%
183
-6
813
$22K ﹤0.01%
1,200
814
$22K ﹤0.01%
394
815
$22K ﹤0.01%
686
+15
816
$22K ﹤0.01%
194
-499
817
$22K ﹤0.01%
700
818
$22K ﹤0.01%
252
+45
819
$22K ﹤0.01%
894
+58
820
$21K ﹤0.01%
167
-5
821
$21K ﹤0.01%
290
822
$21K ﹤0.01%
1,400
823
$21K ﹤0.01%
215
824
$21K ﹤0.01%
+5,449
825
$21K ﹤0.01%
+961
31 32
33
34 35