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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
$712M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,895
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$6.07M
3
+$2.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.18M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.17M

Top Sells

1
+$5.5M
2
+$2.37M
3
+$1.98M
4
WFC icon
Wells Fargo
WFC
+$824K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$646K

Sector Composition

1 Financials 9.5%
2 Technology 6.85%
3 Healthcare 6.15%
4 Industrials 6.14%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1K ﹤0.01%
20
1377
$1K ﹤0.01%
23
1378
$1K ﹤0.01%
95
1379
$1K ﹤0.01%
17
1380
$1K ﹤0.01%
6
-3
1381
$1K ﹤0.01%
25
1382
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10
1383
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28
1384
$1K ﹤0.01%
1,054
1385
$1K ﹤0.01%
22
1386
$1K ﹤0.01%
32
-35
1387
$1K ﹤0.01%
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1388
$1K ﹤0.01%
25
1389
$1K ﹤0.01%
11
-35
1390
$1K ﹤0.01%
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1391
$1K ﹤0.01%
31
-3
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$1K ﹤0.01%
75
1393
$1K ﹤0.01%
37
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1394
$1K ﹤0.01%
8
-1
1395
$1K ﹤0.01%
60
1396
$1K ﹤0.01%
4
-15
1397
$1K ﹤0.01%
15
-181
1398
$1K ﹤0.01%
25
-30
1399
$1K ﹤0.01%
100
1400
$1K ﹤0.01%
15
54 55
56
57 58