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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
$1.94B
AUM Growth
+$805M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,899
New
Increased
Reduced
Closed

Top Buys

1
+$496M
2
+$154M
3
+$147M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$116M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$79M

Top Sells

1
+$4.75M
2
+$4.68M
3
+$3.58M
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.6M
5
ACN icon
Accenture
ACN
+$1.53M

Sector Composition

1 Consumer Discretionary 10.03%
2 Technology 8.67%
3 Communication Services 6.09%
4 Financials 4.99%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$3K ﹤0.01%
50
1452
$3K ﹤0.01%
300
1453
$3K ﹤0.01%
22
1454
$3K ﹤0.01%
133
1455
$3K ﹤0.01%
300
1456
$3K ﹤0.01%
79
1457
$3K ﹤0.01%
300
1458
$3K ﹤0.01%
57
1459
$3K ﹤0.01%
+50
1460
$3K ﹤0.01%
102
1461
$3K ﹤0.01%
100
1462
$3K ﹤0.01%
77
1463
$3K ﹤0.01%
23
1464
$2K ﹤0.01%
+39
1465
$2K ﹤0.01%
27
-29
1466
$2K ﹤0.01%
152
1467
$2K ﹤0.01%
23
-266
1468
$2K ﹤0.01%
17
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40
1470
$2K ﹤0.01%
38
1471
$2K ﹤0.01%
100
-2,000
1472
$2K ﹤0.01%
25
1473
$2K ﹤0.01%
34
-3
1474
$2K ﹤0.01%
+151
1475
$2K ﹤0.01%
204
-329
57 58
59
60 61