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
976
$12K ﹤0.01%
420
+2
977
$12K ﹤0.01%
57
978
$12K ﹤0.01%
196
979
$12K ﹤0.01%
160
-5
980
$12K ﹤0.01%
186
981
$12K ﹤0.01%
+725
982
$12K ﹤0.01%
+2,400
983
$12K ﹤0.01%
92
-900
984
$11K ﹤0.01%
82
-21
985
$11K ﹤0.01%
275
986
$11K ﹤0.01%
251
987
$11K ﹤0.01%
+750
988
$11K ﹤0.01%
324
+112
989
$11K ﹤0.01%
+325
990
$11K ﹤0.01%
1,515
991
$11K ﹤0.01%
500
992
$11K ﹤0.01%
+356
993
$11K ﹤0.01%
915
+323
994
$11K ﹤0.01%
+78
995
$11K ﹤0.01%
80
-5
996
$11K ﹤0.01%
463
997
$11K ﹤0.01%
269
+159
998
$11K ﹤0.01%
437
+201
999
$11K ﹤0.01%
+500
1000
$11K ﹤0.01%
62
38 39
40
41 42