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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
1201
$5K ﹤0.01%
300
1202
$5K ﹤0.01%
717
1203
$5K ﹤0.01%
+800
1204
$5K ﹤0.01%
392
+23
1205
$5K ﹤0.01%
2,241
+425
1206
$5K ﹤0.01%
1,800
1207
$5K ﹤0.01%
60
1208
$5K ﹤0.01%
321
-80
1209
$4K ﹤0.01%
200
1210
$4K ﹤0.01%
75
1211
$4K ﹤0.01%
50
1212
$4K ﹤0.01%
49
1213
$4K ﹤0.01%
200
1214
$4K ﹤0.01%
116
1215
$4K ﹤0.01%
47
1216
$4K ﹤0.01%
89
1217
$4K ﹤0.01%
20
1218
$4K ﹤0.01%
812
1219
$4K ﹤0.01%
130
1220
$4K ﹤0.01%
40
+12
1221
$4K ﹤0.01%
94
-26
1222
$4K ﹤0.01%
14
1223
$4K ﹤0.01%
48
1224
$4K ﹤0.01%
29
1225
$4K ﹤0.01%
1,075
47 48
49
50 51