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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
1551
$1K ﹤0.01%
20
1552
$1K ﹤0.01%
76
1553
$1K ﹤0.01%
56
1554
$1K ﹤0.01%
135
1555
$1K ﹤0.01%
26
1556
$1K ﹤0.01%
16
+15
1557
$1K ﹤0.01%
1,000
1558
$1K ﹤0.01%
200
1559
$1K ﹤0.01%
4,000
1560
$1K ﹤0.01%
103
1561
$1K ﹤0.01%
226
1562
$1K ﹤0.01%
3
1563
$1K ﹤0.01%
56
1564
$1K ﹤0.01%
12
1565
$1K ﹤0.01%
+700
1566
$1K ﹤0.01%
20
1567
$1K ﹤0.01%
12
1568
$1K ﹤0.01%
+50
1569
$1K ﹤0.01%
19
1570
$1K ﹤0.01%
10
1571
$1K ﹤0.01%
10
1572
$1K ﹤0.01%
+50
1573
$1K ﹤0.01%
32
-52
1574
$1K ﹤0.01%
12
1575
$1K ﹤0.01%
9
61 62
63
64 65