VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,726
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.72M
3
+$5.51M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.34M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.88M

Top Sells

1
+$6.26M
2
+$806K
3
+$718K
4
BLK icon
Blackrock
BLK
+$716K
5
AGN
Allergan plc
AGN
+$590K

Sector Composition

1 Financials 8.96%
2 Technology 7.27%
3 Industrials 6.51%
4 Healthcare 5.73%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$3K ﹤0.01%
200
1352
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20
+9
1353
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23
-16
1354
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109
-95
1355
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97
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1356
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80
1357
$3K ﹤0.01%
700
1358
$3K ﹤0.01%
166
1359
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70
1360
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292
1361
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1362
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+22
1363
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30
1364
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4,000
1365
$3K ﹤0.01%
81
1366
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1367
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1368
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1370
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27
+7
1371
$3K ﹤0.01%
116
1372
$2K ﹤0.01%
25
1373
$2K ﹤0.01%
24
1374
$2K ﹤0.01%
1,000
1375
$2K ﹤0.01%
24
53 54
55
56 57