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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
1501
$2K ﹤0.01%
151
1502
$2K ﹤0.01%
156
1503
$2K ﹤0.01%
372
1504
$2K ﹤0.01%
37
-63
1505
$2K ﹤0.01%
+20
1506
$2K ﹤0.01%
10
1507
$2K ﹤0.01%
+60
1508
$2K ﹤0.01%
112
+1
1509
$2K ﹤0.01%
+50
1510
$2K ﹤0.01%
100
-389
1511
$2K ﹤0.01%
17
+11
1512
$2K ﹤0.01%
10
1513
$2K ﹤0.01%
95
1514
$2K ﹤0.01%
200
1515
$2K ﹤0.01%
24
1516
$2K ﹤0.01%
125
-500
1517
$2K ﹤0.01%
+48
1518
$2K ﹤0.01%
22
1519
$2K ﹤0.01%
+58
1520
$2K ﹤0.01%
138
1521
$2K ﹤0.01%
153
1522
$2K ﹤0.01%
34
1523
$2K ﹤0.01%
48
1524
$2K ﹤0.01%
+155
1525
$2K ﹤0.01%
513
+25
59 60
61
62 63