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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
1451
$2K ﹤0.01%
39
1452
$2K ﹤0.01%
22
1453
$2K ﹤0.01%
67
1454
$2K ﹤0.01%
14
1455
$2K ﹤0.01%
34
1456
$2K ﹤0.01%
34
1457
$2K ﹤0.01%
15
1458
$2K ﹤0.01%
58
1459
$2K ﹤0.01%
115
1460
$2K ﹤0.01%
68
1461
$2K ﹤0.01%
50
1462
$2K ﹤0.01%
170
-122
1463
$2K ﹤0.01%
290
1464
$2K ﹤0.01%
100
1465
$2K ﹤0.01%
25
1466
$2K ﹤0.01%
37
1467
$2K ﹤0.01%
23
-5
1468
$2K ﹤0.01%
102
1469
$2K ﹤0.01%
16
1470
$2K ﹤0.01%
39
1471
$2K ﹤0.01%
500
1472
$2K ﹤0.01%
100
1473
$2K ﹤0.01%
+72
1474
$2K ﹤0.01%
50
1475
$2K ﹤0.01%
+100
57 58
59
60 61