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
1351
$2K ﹤0.01%
+42
1352
$2K ﹤0.01%
37
1353
$2K ﹤0.01%
76
+8
1354
$2K ﹤0.01%
100
1355
$2K ﹤0.01%
200
1356
$2K ﹤0.01%
138
1357
$2K ﹤0.01%
107
1358
$2K ﹤0.01%
50
1359
$2K ﹤0.01%
99
-47
1360
$2K ﹤0.01%
104
1361
$2K ﹤0.01%
+20
1362
$2K ﹤0.01%
63
+2
1363
$2K ﹤0.01%
36
+2
1364
$2K ﹤0.01%
30
-2
1365
$2K ﹤0.01%
32
+8
1366
$2K ﹤0.01%
+25
1367
$2K ﹤0.01%
36
+2
1368
$2K ﹤0.01%
13
-1
1369
$2K ﹤0.01%
202
1370
$2K ﹤0.01%
372
1371
$2K ﹤0.01%
142
1372
$2K ﹤0.01%
22
1373
$2K ﹤0.01%
50
1374
$2K ﹤0.01%
25
1375
$2K ﹤0.01%
58
53 54
55
56 57