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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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,792
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$4.39M
3
+$3.61M
4
D icon
Dominion Energy
D
+$2.55M
5
WPG
Washington Prime Group Inc.
WPG
+$1.91M

Top Sells

1
+$667K
2
+$598K
3
+$375K
4
ENB icon
Enbridge
ENB
+$373K
5
T icon
AT&T
T
+$319K

Sector Composition

1 Financials 8.06%
2 Technology 8.05%
3 Industrials 6.08%
4 Healthcare 5.73%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$23K ﹤0.01%
611
-120
877
$23K ﹤0.01%
2,000
878
$23K ﹤0.01%
1,000
879
$23K ﹤0.01%
+741
880
$23K ﹤0.01%
+301
881
$23K ﹤0.01%
157
882
$23K ﹤0.01%
510
+500
883
$23K ﹤0.01%
+490
884
$22K ﹤0.01%
385
885
$22K ﹤0.01%
719
+33
886
$22K ﹤0.01%
411
887
$22K ﹤0.01%
675
888
$22K ﹤0.01%
252
889
$22K ﹤0.01%
501
+238
890
$22K ﹤0.01%
252
891
$22K ﹤0.01%
674
892
$22K ﹤0.01%
45,117
+44,117
893
$22K ﹤0.01%
150
894
$22K ﹤0.01%
426
+76
895
$22K ﹤0.01%
78
-307
896
$21K ﹤0.01%
764
+500
897
$21K ﹤0.01%
100
898
$21K ﹤0.01%
1,500
899
$21K ﹤0.01%
+2,500
900
$21K ﹤0.01%
416
34 35
36
37 38