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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
$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
1376
$2K ﹤0.01%
50
1377
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26
1378
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54
1379
$2K ﹤0.01%
40
+3
1380
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14
+4
1381
$2K ﹤0.01%
14
+2
1382
$2K ﹤0.01%
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+1
1383
$2K ﹤0.01%
40
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1384
$2K ﹤0.01%
21
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1385
$2K ﹤0.01%
46
-22
1386
$2K ﹤0.01%
32
-41
1387
$2K ﹤0.01%
+233
1388
$2K ﹤0.01%
39
1389
$2K ﹤0.01%
96
1390
$2K ﹤0.01%
410
1391
$2K ﹤0.01%
100
1392
$2K ﹤0.01%
+12
1393
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26
1394
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63
1395
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36
1396
$2K ﹤0.01%
131
1397
$2K ﹤0.01%
39
1398
$2K ﹤0.01%
22
1399
$2K ﹤0.01%
34
1400
$2K ﹤0.01%
+34
54 55
56
57 58