VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$713M
AUM Growth
+$90.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$7.08M
3
+$5.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.84M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.65M

Top Sells

1
+$6.96M
2
+$4.13M
3
+$2.21M
4
TWX
Time Warner Inc
TWX
+$1.93M
5
WY icon
Weyerhaeuser
WY
+$1.55M

Sector Composition

1 Financials 10.27%
2 Technology 7.67%
3 Industrials 6.24%
4 Healthcare 5.74%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1K ﹤0.01%
34
1427
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19
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1429
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1430
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1431
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1433
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1434
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1435
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1436
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32
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1437
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+200
1439
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+72
1440
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33
1441
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1442
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1443
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1444
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+26
1445
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+9
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1
1447
$1K ﹤0.01%
+133
1448
$1K ﹤0.01%
+61
1449
$1K ﹤0.01%
19
1450
$1K ﹤0.01%
21
56 57
58
59 60