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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
1776
$0 ﹤0.01%
75
1777
$0 ﹤0.01%
1
1778
$0 ﹤0.01%
100
1779
$0 ﹤0.01%
15
1780
– –
-1,319
1781
– –
-3,119
1782
– –
-1,165
1783
– –
-791
1784
– –
-7,548
1785
– –
-1,803
1786
– –
-22,415
1787
– –
-8
1788
– –
-232
1789
– –
-5,800
1790
– –
-2,033
1791
– –
0
1792
$0 ﹤0.01%
+400
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