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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
$1.94B
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
1351
$5K ﹤0.01%
+44
1352
$5K ﹤0.01%
62
-65
1353
$5K ﹤0.01%
173
1354
$5K ﹤0.01%
+130
1355
$5K ﹤0.01%
1,457
1356
$5K ﹤0.01%
319
1357
$5K ﹤0.01%
107
1358
$5K ﹤0.01%
246
+4
1359
$5K ﹤0.01%
+9
1360
$5K ﹤0.01%
1,000
1361
$5K ﹤0.01%
8
1362
$5K ﹤0.01%
779
1363
$5K ﹤0.01%
30
1364
$5K ﹤0.01%
177
1365
$5K ﹤0.01%
+305
1366
$4K ﹤0.01%
66
1367
$4K ﹤0.01%
965
1368
$4K ﹤0.01%
25
1369
$4K ﹤0.01%
812
1370
$4K ﹤0.01%
42
-65
1371
$4K ﹤0.01%
+130
1372
$4K ﹤0.01%
50
-250
1373
$4K ﹤0.01%
+162
1374
$4K ﹤0.01%
25
1375
$4K ﹤0.01%
130
-250
53 54
55
56 57