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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 icon
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
1451
$1K ﹤0.01%
21
1452
$1K ﹤0.01%
15
-300
1453
$1K ﹤0.01%
24
-1,122
1454
$1K ﹤0.01%
15
1455
$1K ﹤0.01%
138
1456
$1K ﹤0.01%
22
1457
$1K ﹤0.01%
+34
1458
$1K ﹤0.01%
48
1459
$1K ﹤0.01%
64
1460
$1K ﹤0.01%
+22
1461
$1K ﹤0.01%
18
1462
$1K ﹤0.01%
67
1463
$1K ﹤0.01%
56
1464
$1K ﹤0.01%
64
1465
$1K ﹤0.01%
16
1466
$1K ﹤0.01%
86
1467
$1K ﹤0.01%
12
1468
$1K ﹤0.01%
34
1469
$1K ﹤0.01%
18
1470
$1K ﹤0.01%
36
+4
1471
$1K ﹤0.01%
59
1472
$1K ﹤0.01%
6
1473
$1K ﹤0.01%
26
-347
1474
$1K ﹤0.01%
394
1475
$1K ﹤0.01%
1,000
-44,117
57 58
59
60 61