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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
1251
$4K ﹤0.01%
+123
1252
$4K ﹤0.01%
139
-525
1253
$4K ﹤0.01%
30
+2
1254
$4K ﹤0.01%
+1
1255
$4K ﹤0.01%
581
+481
1256
$4K ﹤0.01%
86
-401
1257
$4K ﹤0.01%
64
1258
$4K ﹤0.01%
90
-1,000
1259
$4K ﹤0.01%
30
1260
$4K ﹤0.01%
367
1261
$4K ﹤0.01%
7,000
1262
$4K ﹤0.01%
299
1263
$4K ﹤0.01%
+500
1264
$4K ﹤0.01%
49
1265
$4K ﹤0.01%
77
+38
1266
$4K ﹤0.01%
43
1267
$4K ﹤0.01%
78
1268
$4K ﹤0.01%
91
1269
$4K ﹤0.01%
86
1270
$4K ﹤0.01%
105
1271
$4K ﹤0.01%
100
1272
$4K ﹤0.01%
14
1273
$4K ﹤0.01%
50
1274
$4K ﹤0.01%
251
-17
1275
$4K ﹤0.01%
150
49 50
51
52 53