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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
1526
– –
-2,120
1527
$0 ﹤0.01%
20
1528
$0 ﹤0.01%
5
1529
$0 ﹤0.01%
+6
1530
$0 ﹤0.01%
1
1531
$0 ﹤0.01%
7
1532
– –
-19
1533
– –
-10
1534
$0 ﹤0.01%
2
1535
– –
-923
1536
$0 ﹤0.01%
89
1537
– –
-300
1538
$0 ﹤0.01%
1
1539
$0 ﹤0.01%
+11
1540
$0 ﹤0.01%
10
1541
– –
0
1542
– –
-31
1543
– –
-500
1544
$0 ﹤0.01%
2
-3
1545
– –
-3,500
1546
$0 ﹤0.01%
10
1547
– –
-1,000
1548
$0 ﹤0.01%
20
1549
– –
-156
1550
$0 ﹤0.01%
1
60 61
62
63 64