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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
$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
1326
$4K ﹤0.01%
86
-91
1327
$4K ﹤0.01%
+90
1328
$4K ﹤0.01%
48
1329
$4K ﹤0.01%
316
+1
1330
$4K ﹤0.01%
490
1331
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50
1332
$4K ﹤0.01%
+211
1333
$4K ﹤0.01%
181
1334
$4K ﹤0.01%
36
1335
$4K ﹤0.01%
150
1336
$4K ﹤0.01%
+224
1337
$4K ﹤0.01%
58
1338
$4K ﹤0.01%
110
+78
1339
$4K ﹤0.01%
85
+3
1340
$4K ﹤0.01%
29
1341
$4K ﹤0.01%
74
1342
$4K ﹤0.01%
+200
1343
$4K ﹤0.01%
134
1344
$4K ﹤0.01%
59
1345
$4K ﹤0.01%
70
1346
$4K ﹤0.01%
120
1347
$4K ﹤0.01%
46
1348
$4K ﹤0.01%
275
1349
$4K ﹤0.01%
+562
1350
$4K ﹤0.01%
+62
52 53
54
55 56