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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
1101
$10K ﹤0.01%
255
+4
1102
$10K ﹤0.01%
274
1103
$10K ﹤0.01%
209
1104
$10K ﹤0.01%
369
1105
$10K ﹤0.01%
400
1106
$10K ﹤0.01%
2,230
1107
$10K ﹤0.01%
400
1108
$10K ﹤0.01%
405
+260
1109
$10K ﹤0.01%
128
-58
1110
$10K ﹤0.01%
+900
1111
$10K ﹤0.01%
160
1112
$10K ﹤0.01%
115
1113
$10K ﹤0.01%
586
1114
$9K ﹤0.01%
338
1115
$9K ﹤0.01%
162
+122
1116
$9K ﹤0.01%
120
-5
1117
$9K ﹤0.01%
30
-5
1118
$9K ﹤0.01%
+500
1119
$9K ﹤0.01%
8
1120
$9K ﹤0.01%
60
1121
$9K ﹤0.01%
2,256
1122
$9K ﹤0.01%
206
-22
1123
$9K ﹤0.01%
570
1124
$9K ﹤0.01%
35
-8
1125
$9K ﹤0.01%
195
43 44
45
46 47