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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
1476
$1K ﹤0.01%
25
1477
$1K ﹤0.01%
22
1478
$1K ﹤0.01%
33
1479
$1K ﹤0.01%
39
1480
$1K ﹤0.01%
+16
1481
$1K ﹤0.01%
20
1482
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76
1483
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9
-302
1484
$1K ﹤0.01%
135
1485
$1K ﹤0.01%
26
+8
1486
$1K ﹤0.01%
8
+2
1487
$1K ﹤0.01%
29
-254
1488
$1K ﹤0.01%
103
-165
1489
$1K ﹤0.01%
+1,887
1490
$1K ﹤0.01%
226
1491
$1K ﹤0.01%
12
1492
$1K ﹤0.01%
+89
1493
$1K ﹤0.01%
20
1494
$1K ﹤0.01%
+40
1495
$1K ﹤0.01%
16
1496
$1K ﹤0.01%
+1
1497
$1K ﹤0.01%
8
1498
$1K ﹤0.01%
+100
1499
$1K ﹤0.01%
1,054
1500
$1K ﹤0.01%
29
-778
58 59
60
61 62