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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
1576
$1K ﹤0.01%
+24
1577
$1K ﹤0.01%
30
1578
$1K ﹤0.01%
24
1579
$1K ﹤0.01%
+20
1580
$1K ﹤0.01%
+5
1581
$1K ﹤0.01%
9
1582
$1K ﹤0.01%
+200
1583
$1K ﹤0.01%
+72
1584
$1K ﹤0.01%
36
1585
$1K ﹤0.01%
854
1586
$1K ﹤0.01%
+1
1587
$1K ﹤0.01%
59
1588
$1K ﹤0.01%
8
1589
$1K ﹤0.01%
+150
1590
$1K ﹤0.01%
30
1591
$1K ﹤0.01%
15
1592
$1K ﹤0.01%
+600
1593
$1K ﹤0.01%
+100
1594
$1K ﹤0.01%
300
+275
1595
$1K ﹤0.01%
34
1596
$1K ﹤0.01%
+67
1597
$1K ﹤0.01%
58
1598
$1K ﹤0.01%
882
+278
1599
$1K ﹤0.01%
88
-14
1600
$1K ﹤0.01%
56
62 63
64
65 66