VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,726
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.72M
3
+$5.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.34M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.88M

Top Sells

1
+$6.26M
2
+$806K
3
+$718K
4
BLK icon
Blackrock
BLK
+$716K
5
AGN
Allergan plc
AGN
+$590K

Sector Composition

1 Financials 8.96%
2 Technology 7.27%
3 Industrials 6.51%
4 Healthcare 5.73%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$5K ﹤0.01%
185
-63
1227
$5K ﹤0.01%
717
1228
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369
1229
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+900
1230
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130
-5
1231
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122
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1232
$5K ﹤0.01%
28
1233
$4K ﹤0.01%
+37
1234
$4K ﹤0.01%
69
1235
$4K ﹤0.01%
469
1236
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75
+18
1237
$4K ﹤0.01%
+143
1238
$4K ﹤0.01%
825
1239
$4K ﹤0.01%
196
1240
$4K ﹤0.01%
1,260
1241
$4K ﹤0.01%
14
-5
1242
$4K ﹤0.01%
48
1243
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74
1244
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59
+1
1245
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70
1246
$4K ﹤0.01%
104
1247
$4K ﹤0.01%
319
1248
$4K ﹤0.01%
+156
1249
$4K ﹤0.01%
290
1250
$4K ﹤0.01%
28
48 49
50
51 52