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
$713M
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$7.08M
3
+$5.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.84M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.65M

Top Sells

1
+$6.96M
2
+$4.13M
3
+$2.21M
4
TWX
Time Warner Inc
TWX
+$1.93M
5
WY icon
Weyerhaeuser
WY
+$1.55M

Sector Composition

1 Financials 10.27%
2 Technology 7.67%
3 Industrials 6.24%
4 Healthcare 5.74%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$9K ﹤0.01%
960
-136
952
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500
-364
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173
+29
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60
956
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-489
957
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167
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959
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128
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961
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963
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300
964
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965
$9K ﹤0.01%
500
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966
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300
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968
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113
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1,102
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971
$9K ﹤0.01%
118
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972
$9K ﹤0.01%
256
+40
973
$9K ﹤0.01%
113
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974
$9K ﹤0.01%
56
975
$9K ﹤0.01%
236
37 38
39
40 41