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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
1126
$6K ﹤0.01%
118
-100
1127
$6K ﹤0.01%
783
-17
1128
$6K ﹤0.01%
93
1129
$6K ﹤0.01%
192
1130
$6K ﹤0.01%
454
1131
$6K ﹤0.01%
40
-590
1132
$6K ﹤0.01%
268
1133
$6K ﹤0.01%
130
1134
$6K ﹤0.01%
350
1135
$6K ﹤0.01%
+129
1136
$6K ﹤0.01%
1,000
1137
$6K ﹤0.01%
72
-751
1138
$6K ﹤0.01%
+167
1139
$6K ﹤0.01%
179
+11
1140
$6K ﹤0.01%
100
1141
$6K ﹤0.01%
145
1142
$6K ﹤0.01%
71
1143
$6K ﹤0.01%
251
1144
$6K ﹤0.01%
333
1145
$6K ﹤0.01%
534
+15
1146
$6K ﹤0.01%
60
-1
1147
$6K ﹤0.01%
118
1148
$6K ﹤0.01%
232
1149
$6K ﹤0.01%
440
1150
$6K ﹤0.01%
100
44 45
46
47 48