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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
$905M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,739
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$8.75M
3
+$6.24M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$5.88M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.5M

Top Sells

1
+$2.11M
2
+$2.08M
3
+$1.73M
4
SCHW
Charles Schwab
SCHW
+$1.53M
5
WPG
Washington Prime Group Inc.
WPG
+$1.04M

Sector Composition

1 Financials 8.28%
2 Technology 7.48%
3 Industrials 6.1%
4 Healthcare 5.12%
5 Communication Services 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$13K ﹤0.01%
1,374
-3,310
952
$13K ﹤0.01%
52
-1
953
$13K ﹤0.01%
160
954
$13K ﹤0.01%
178
955
$13K ﹤0.01%
117
956
$13K ﹤0.01%
168
-466
957
$13K ﹤0.01%
91
958
$13K ﹤0.01%
+250
959
$13K ﹤0.01%
263
960
$13K ﹤0.01%
849
961
$13K ﹤0.01%
+542
962
$12K ﹤0.01%
1,472
-43
963
$12K ﹤0.01%
196
964
$12K ﹤0.01%
200
965
$12K ﹤0.01%
+528
966
$12K ﹤0.01%
86
967
$12K ﹤0.01%
81
+35
968
$12K ﹤0.01%
97
+19
969
$12K ﹤0.01%
215
970
$12K ﹤0.01%
827
-7
971
$12K ﹤0.01%
60
-2
972
$12K ﹤0.01%
104
-38
973
$12K ﹤0.01%
794
974
$12K ﹤0.01%
91
-22
975
$12K ﹤0.01%
1,000
37 38
39
40 41