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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
1201
$9K ﹤0.01%
+82
1202
$9K ﹤0.01%
2,263
1203
$9K ﹤0.01%
185
+1
1204
$9K ﹤0.01%
200
-4,300
1205
$9K ﹤0.01%
+400
1206
$9K ﹤0.01%
550
-5,450
1207
$8K ﹤0.01%
912
1208
$8K ﹤0.01%
97
1209
$8K ﹤0.01%
62
+22
1210
$8K ﹤0.01%
1,075
1211
$8K ﹤0.01%
+275
1212
$8K ﹤0.01%
+238
1213
$8K ﹤0.01%
175
-375
1214
$8K ﹤0.01%
60
1215
$8K ﹤0.01%
276
1216
$8K ﹤0.01%
350
1217
$8K ﹤0.01%
156
1218
$8K ﹤0.01%
268
-58
1219
$8K ﹤0.01%
+200
1220
$8K ﹤0.01%
266
-1,667
1221
$8K ﹤0.01%
357
1222
$8K ﹤0.01%
58
1223
$8K ﹤0.01%
105
1224
$8K ﹤0.01%
200
-32
1225
$8K ﹤0.01%
162
+15
47 48
49
50 51