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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
$1.94B
AUM Growth
+$805M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,899
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$154M
3
+$147M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$116M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$79M

Top Sells

1
+$4.75M
2
+$4.68M
3
+$3.58M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.6M
5
ACN icon
Accenture
ACN
+$1.53M

Sector Composition

1 Consumer Discretionary 10.03%
2 Technology 8.67%
3 Communication Services 6.09%
4 Financials 4.99%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$11K ﹤0.01%
895
-4,000
1152
$11K ﹤0.01%
50
1153
$11K ﹤0.01%
+281
1154
$11K ﹤0.01%
94
1155
$11K ﹤0.01%
260
1156
$11K ﹤0.01%
+4,850
1157
$11K ﹤0.01%
150
1158
$11K ﹤0.01%
542
1159
$11K ﹤0.01%
100
-12
1160
$11K ﹤0.01%
249
1161
$11K ﹤0.01%
+150
1162
$11K ﹤0.01%
67
-10
1163
$11K ﹤0.01%
296
1164
$11K ﹤0.01%
17
1165
$11K ﹤0.01%
369
1166
$11K ﹤0.01%
81
-50
1167
$10K ﹤0.01%
155
1168
$10K ﹤0.01%
255
+5
1169
$10K ﹤0.01%
+94
1170
$10K ﹤0.01%
97
1171
$10K ﹤0.01%
513
+175
1172
$10K ﹤0.01%
550
1173
$10K ﹤0.01%
500
1174
$10K ﹤0.01%
+700
1175
$10K ﹤0.01%
1,249
45 46
47
48 49