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
$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
1301
$3K ﹤0.01%
+67
1302
$3K ﹤0.01%
22
1303
$3K ﹤0.01%
68
-40
1304
$3K ﹤0.01%
831
+6
1305
$3K ﹤0.01%
354
+104
1306
$3K ﹤0.01%
260
1307
$3K ﹤0.01%
+205
1308
$3K ﹤0.01%
315
1309
$3K ﹤0.01%
+50
1310
$3K ﹤0.01%
36
1311
$3K ﹤0.01%
175
1312
$3K ﹤0.01%
200
-150
1313
$3K ﹤0.01%
85
1314
$3K ﹤0.01%
20
1315
$3K ﹤0.01%
4,500
1316
$3K ﹤0.01%
800
1317
$3K ﹤0.01%
+69
1318
$3K ﹤0.01%
+134
1319
$3K ﹤0.01%
23
1320
$3K ﹤0.01%
52
1321
$3K ﹤0.01%
209
1322
$3K ﹤0.01%
10
1323
$3K ﹤0.01%
80
1324
$3K ﹤0.01%
70
1325
$3K ﹤0.01%
109
51 52
53
54 55