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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
1476
$2K ﹤0.01%
28
-100
1477
$2K ﹤0.01%
230
-6,575
1478
$2K ﹤0.01%
27
1479
$2K ﹤0.01%
30
1480
$2K ﹤0.01%
32
1481
$2K ﹤0.01%
96
-100
1482
$2K ﹤0.01%
101
+1
1483
$2K ﹤0.01%
107
+1
1484
$2K ﹤0.01%
40
1485
$2K ﹤0.01%
15
1486
$2K ﹤0.01%
96
1487
$2K ﹤0.01%
410
1488
$2K ﹤0.01%
100
1489
$2K ﹤0.01%
34
-105
1490
$2K ﹤0.01%
48
1491
$2K ﹤0.01%
56
-194
1492
$2K ﹤0.01%
+95
1493
$2K ﹤0.01%
+130
1494
$2K ﹤0.01%
1,750
1495
$1K ﹤0.01%
+17
1496
$1K ﹤0.01%
11
1497
$1K ﹤0.01%
200
1498
$1K ﹤0.01%
+18
1499
$1K ﹤0.01%
68
1500
$1K ﹤0.01%
11
58 59
60
61 62