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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
1576
$1K ﹤0.01%
29
1577
$1K ﹤0.01%
27
1578
$1K ﹤0.01%
9
-51
1579
$1K ﹤0.01%
9
1580
$1K ﹤0.01%
60
1581
$1K ﹤0.01%
8
1582
$1K ﹤0.01%
53
1583
$1K ﹤0.01%
27
1584
$1K ﹤0.01%
22
1585
$1K ﹤0.01%
34
1586
$1K ﹤0.01%
76
-55
1587
$1K ﹤0.01%
64
1588
$1K ﹤0.01%
18
1589
$1K ﹤0.01%
39
1590
$1K ﹤0.01%
1
1591
$1K ﹤0.01%
24
-500
1592
$1K ﹤0.01%
18
1593
$1K ﹤0.01%
36
1594
$1K ﹤0.01%
59
1595
$1K ﹤0.01%
26
1596
$1K ﹤0.01%
488
+94
1597
$1K ﹤0.01%
+100
1598
$1K ﹤0.01%
+16
1599
$1K ﹤0.01%
22
1600
$1K ﹤0.01%
12
62 63
64
65 66