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
$1.94B
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
1301
$6K ﹤0.01%
155
+55
1302
$6K ﹤0.01%
79
1303
$6K ﹤0.01%
+500
1304
$6K ﹤0.01%
100
1305
$6K ﹤0.01%
251
1306
$6K ﹤0.01%
55
1307
$6K ﹤0.01%
12
1308
$6K ﹤0.01%
2,000
1309
$6K ﹤0.01%
707
+7
1310
$6K ﹤0.01%
54
1311
$6K ﹤0.01%
120
1312
$6K ﹤0.01%
433
+200
1313
$6K ﹤0.01%
235
1314
$6K ﹤0.01%
825
+415
1315
$6K ﹤0.01%
800
1316
$6K ﹤0.01%
100
-25
1317
$6K ﹤0.01%
416
1318
$6K ﹤0.01%
+99
1319
$6K ﹤0.01%
391
-207
1320
$6K ﹤0.01%
+134
1321
$6K ﹤0.01%
40
-6
1322
$6K ﹤0.01%
300
1323
$6K ﹤0.01%
92
1324
$5K ﹤0.01%
900
-1,000
1325
$5K ﹤0.01%
1,100
51 52
53
54 55