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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
$712M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,895
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.07M
3
+$2.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.18M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.17M

Top Sells

1
+$5.5M
2
+$2.37M
3
+$1.98M
4
WFC icon
Wells Fargo
WFC
+$824K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$646K

Sector Composition

1 Financials 9.5%
2 Technology 6.85%
3 Healthcare 6.15%
4 Industrials 6.14%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$11K ﹤0.01%
117
-23
852
$11K ﹤0.01%
86
853
$11K ﹤0.01%
178
854
$11K ﹤0.01%
463
+63
855
$11K ﹤0.01%
278
+33
856
$11K ﹤0.01%
230
+30
857
$11K ﹤0.01%
418
-124
858
$11K ﹤0.01%
91
859
$11K ﹤0.01%
229
-29
860
$11K ﹤0.01%
1,300
861
$10K ﹤0.01%
153
-12
862
$10K ﹤0.01%
525
+23
863
$10K ﹤0.01%
213
+46
864
$10K ﹤0.01%
207
-17
865
$10K ﹤0.01%
8
866
$10K ﹤0.01%
60
867
$10K ﹤0.01%
625
868
$10K ﹤0.01%
133
-21
869
$10K ﹤0.01%
29
+8
870
$10K ﹤0.01%
197
-284
871
$10K ﹤0.01%
82
872
$10K ﹤0.01%
304
873
$10K ﹤0.01%
173
874
$10K ﹤0.01%
404
+184
875
$10K ﹤0.01%
84
-13
33 34
35
36 37