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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
1426
$1K ﹤0.01%
10
+4
1427
$1K ﹤0.01%
+10
1428
$1K ﹤0.01%
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1429
$1K ﹤0.01%
33
+24
1430
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33
+1
1431
$1K ﹤0.01%
+63
1432
$1K ﹤0.01%
17
+4
1433
$1K ﹤0.01%
15
1434
$1K ﹤0.01%
+100
1435
$1K ﹤0.01%
43
1436
$1K ﹤0.01%
12
1437
$1K ﹤0.01%
11
1438
$1K ﹤0.01%
+15
1439
$1K ﹤0.01%
45
-1,017
1440
$1K ﹤0.01%
7
1441
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41
1442
$1K ﹤0.01%
17
1443
$1K ﹤0.01%
5
1444
$1K ﹤0.01%
9
1445
$1K ﹤0.01%
+37
1446
$1K ﹤0.01%
+25
1447
$1K ﹤0.01%
60
1448
$1K ﹤0.01%
+53
1449
$1K ﹤0.01%
27
1450
$1K ﹤0.01%
4
56 57
58
59 60