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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
1551
$1K ﹤0.01%
7
1552
$1K ﹤0.01%
+500
1553
$1K ﹤0.01%
17
1554
$1K ﹤0.01%
88
+24
1555
$1K ﹤0.01%
+20
1556
$1K ﹤0.01%
8
1557
$1K ﹤0.01%
58
1558
$1K ﹤0.01%
+100
1559
$1K ﹤0.01%
3,250
1560
$1K ﹤0.01%
32
1561
$1K ﹤0.01%
+20
1562
$1K ﹤0.01%
15
1563
$1K ﹤0.01%
69
1564
$1K ﹤0.01%
16
+1
1565
$1K ﹤0.01%
3
1566
$1K ﹤0.01%
+100
1567
$1K ﹤0.01%
28
1568
$1K ﹤0.01%
64
1569
$1K ﹤0.01%
+30
1570
$1K ﹤0.01%
46
-15
1571
$1K ﹤0.01%
+100
1572
$1K ﹤0.01%
20
1573
$1K ﹤0.01%
56
1574
$1K ﹤0.01%
20
1575
$1K ﹤0.01%
22
61 62
63
64 65