We are live on ! Find out more
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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,792
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$4.39M
3
+$3.61M
4
D icon
Dominion Energy
D
+$2.55M
5
WPG
Washington Prime Group Inc.
WPG
+$1.91M

Top Sells

1
+$667K
2
+$598K
3
+$375K
4
ENB icon
Enbridge
ENB
+$373K
5
T icon
AT&T
T
+$319K

Sector Composition

1 Financials 8.06%
2 Technology 8.05%
3 Industrials 6.08%
4 Healthcare 5.73%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$6K ﹤0.01%
1,845
+240
1227
$6K ﹤0.01%
550
+16
1228
$6K ﹤0.01%
340
1229
$6K ﹤0.01%
120
1230
$6K ﹤0.01%
111
-233
1231
$6K ﹤0.01%
235
1232
$6K ﹤0.01%
102
+25
1233
$6K ﹤0.01%
303
1234
$6K ﹤0.01%
125
-47
1235
$6K ﹤0.01%
85
1236
$6K ﹤0.01%
61
1237
$6K ﹤0.01%
146
-32
1238
$6K ﹤0.01%
232
1239
$6K ﹤0.01%
122
1240
$6K ﹤0.01%
7,000
1241
$6K ﹤0.01%
1,800
1242
$6K ﹤0.01%
409
1243
$5K ﹤0.01%
2,000
1244
$5K ﹤0.01%
60
-11
1245
$5K ﹤0.01%
+171
1246
$5K ﹤0.01%
75
1247
$5K ﹤0.01%
75
1248
$5K ﹤0.01%
65
1249
$5K ﹤0.01%
+130
1250
$5K ﹤0.01%
200
48 49
50
51 52