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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
1501
$1K ﹤0.01%
27
-380
1502
$1K ﹤0.01%
27
1503
$1K ﹤0.01%
37
1504
$1K ﹤0.01%
2
1505
$1K ﹤0.01%
5
1506
$1K ﹤0.01%
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1507
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-14
1508
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40
1509
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14
+12
1510
$1K ﹤0.01%
+7
1511
$1K ﹤0.01%
+24
1512
$1K ﹤0.01%
+484
1513
$1K ﹤0.01%
15
1514
$1K ﹤0.01%
6
1515
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58
1516
$1K ﹤0.01%
+20
1517
$1K ﹤0.01%
52
-34
1518
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1519
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56
1520
$1K ﹤0.01%
+10
1521
$1K ﹤0.01%
11
+1
1522
$1K ﹤0.01%
12
+1
1523
$1K ﹤0.01%
9
1524
$1K ﹤0.01%
100
1525
$1K ﹤0.01%
17
-665
59 60
61
62 63