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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
1426
$2K ﹤0.01%
55
-18
1427
$2K ﹤0.01%
65
1428
$2K ﹤0.01%
234
1429
$2K ﹤0.01%
104
1430
$2K ﹤0.01%
20
1431
$2K ﹤0.01%
63
1432
$2K ﹤0.01%
35
1433
$2K ﹤0.01%
29
-12
1434
$2K ﹤0.01%
36
1435
$2K ﹤0.01%
13
1436
$2K ﹤0.01%
+160
1437
$2K ﹤0.01%
202
1438
$2K ﹤0.01%
50
1439
$2K ﹤0.01%
25
1440
$2K ﹤0.01%
50
1441
$2K ﹤0.01%
26
1442
$2K ﹤0.01%
4,500
1443
$2K ﹤0.01%
54
1444
$2K ﹤0.01%
510
-2,913
1445
$2K ﹤0.01%
+119
1446
$2K ﹤0.01%
14
1447
$2K ﹤0.01%
21
1448
$2K ﹤0.01%
46
1449
$2K ﹤0.01%
32
1450
$2K ﹤0.01%
233
56 57
58
59 60