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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
1326
$3K ﹤0.01%
97
1327
$3K ﹤0.01%
60
1328
$3K ﹤0.01%
123
1329
$3K ﹤0.01%
292
1330
$3K ﹤0.01%
290
1331
$3K ﹤0.01%
145
1332
$3K ﹤0.01%
97
1333
$3K ﹤0.01%
22
1334
$3K ﹤0.01%
4,000
1335
$3K ﹤0.01%
100
1336
$3K ﹤0.01%
133
1337
$3K ﹤0.01%
26
1338
$3K ﹤0.01%
432
+5
1339
$3K ﹤0.01%
281
-333
1340
$3K ﹤0.01%
27
1341
$3K ﹤0.01%
41
1342
$3K ﹤0.01%
166
1343
$3K ﹤0.01%
+1,000
1344
$2K ﹤0.01%
234
1345
$2K ﹤0.01%
24
1346
$2K ﹤0.01%
103
1347
$2K ﹤0.01%
100
1348
$2K ﹤0.01%
+58
1349
$2K ﹤0.01%
100
-200
1350
$2K ﹤0.01%
39
+19
52 53
54
55 56