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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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,792
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$4.39M
3
+$3.61M
4
D icon
Dominion Energy
D
+$2.55M
5
WPG
Washington Prime Group Inc.
WPG
+$1.91M

Top Sells

1
+$667K
2
+$598K
3
+$375K
4
ENB icon
Enbridge
ENB
+$373K
5
T icon
AT&T
T
+$319K

Sector Composition

1 Financials 8.06%
2 Technology 8.05%
3 Industrials 6.08%
4 Healthcare 5.73%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$3K ﹤0.01%
10
1402
$3K ﹤0.01%
80
1403
$3K ﹤0.01%
+146
1404
$3K ﹤0.01%
70
-34
1405
– –
0
1406
$3K ﹤0.01%
22
1407
$3K ﹤0.01%
50
1408
$3K ﹤0.01%
100
-150
1409
$3K ﹤0.01%
10
1410
$3K ﹤0.01%
60
1411
$3K ﹤0.01%
+80
1412
$3K ﹤0.01%
123
1413
$3K ﹤0.01%
375
1414
$3K ﹤0.01%
1
1415
$3K ﹤0.01%
+155
1416
$3K ﹤0.01%
22
1417
$3K ﹤0.01%
27
1418
$3K ﹤0.01%
+300
1419
$2K ﹤0.01%
372
1420
$2K ﹤0.01%
+100
1421
$2K ﹤0.01%
41
1422
$2K ﹤0.01%
58
1423
$2K ﹤0.01%
100
1424
$2K ﹤0.01%
39
1425
$2K ﹤0.01%
37
55 56
57
58 59