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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
1151
$6K ﹤0.01%
259
1152
$6K ﹤0.01%
162
1153
$6K ﹤0.01%
233
1154
$6K ﹤0.01%
+228
1155
$6K ﹤0.01%
180
-89
1156
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305
1157
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+24
1158
$6K ﹤0.01%
235
1159
$6K ﹤0.01%
254
-12
1160
$6K ﹤0.01%
85
1161
$6K ﹤0.01%
264
1162
$6K ﹤0.01%
61
-176
1163
$6K ﹤0.01%
123
1164
$6K ﹤0.01%
359
+10
1165
$6K ﹤0.01%
91
1166
$6K ﹤0.01%
178
1167
$6K ﹤0.01%
232
+200
1168
$5K ﹤0.01%
403
+1
1169
$5K ﹤0.01%
122
1170
$5K ﹤0.01%
1,379
-5
1171
$5K ﹤0.01%
28
1172
$5K ﹤0.01%
37
1173
$5K ﹤0.01%
200
-450
1174
$5K ﹤0.01%
541
1175
$5K ﹤0.01%
73
45 46
47
48 49