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
826
$21K ﹤0.01%
42
-6
827
$21K ﹤0.01%
500
828
$21K ﹤0.01%
1,350
+350
829
$21K ﹤0.01%
987
-377
830
$21K ﹤0.01%
300
831
$21K ﹤0.01%
547
+7
832
$21K ﹤0.01%
910
833
$21K ﹤0.01%
92
-60
834
$21K ﹤0.01%
290
-9
835
$21K ﹤0.01%
340
836
$20K ﹤0.01%
120
837
$20K ﹤0.01%
384
-20
838
$20K ﹤0.01%
166
-78
839
$20K ﹤0.01%
+350
840
$20K ﹤0.01%
376
841
$20K ﹤0.01%
1,000
842
$20K ﹤0.01%
1,000
+960
843
$20K ﹤0.01%
252
844
$20K ﹤0.01%
352
+152
845
$20K ﹤0.01%
337
-10
846
$20K ﹤0.01%
345
847
$20K ﹤0.01%
674
848
$20K ﹤0.01%
237
849
$20K ﹤0.01%
276
-65
850
$20K ﹤0.01%
1,500
32 33
34
35 36