We are live on ! Find out more
VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.74B
1-Year Est. Return 27.69%
This Fund
S&P 500
This Quarter Est. Return
+5.09%
1 Year Est. Return
+27.69%
3 Year Est. Return
+75.87%
5 Year Est. Return
+85.74%
10 Year Est. Return
AUM
$442M
AUM Growth
Cap. Flow
+$432M
Cap. Flow %
97.78%
Top 10 Hldgs %
40.38%
Holding
1,202
New
1,200
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 11.46%
2 Healthcare 7.7%
3 Technology 6.07%
4 Consumer Staples 5.38%
5 Industrials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$78.1M 17.67%
+310,740
New +$76.6M
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$28.5M 6.45%
+653,808
New +$28.3M
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$13.2M 2.99%
+164,784
New +$13.2M
AAPL icon
4
Apple
AAPL
$4.79T
$11.8M 2.68%
+306,664
New +$11.9M
JPM icon
5
JPMorgan Chase
JPM
$926B
$8.87M 2.01%
+92,846
New +$8.56M
EFA icon
6
iShares MSCI EAFE ETF
EFA
$77.1B
$8.35M 1.89%
+121,882
New +$8.15M
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.06T
$8.25M 1.87%
+44,990
New +$7.95M
MSFT icon
8
Microsoft
MSFT
$2.9T
$7.64M 1.73%
+102,535
New +$7.49M
IWM icon
9
iShares Russell 2000 ETF
IWM
$81.6B
$7.3M 1.65%
+49,255
New +$6.93M
EEM icon
10
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$6.39M 1.45%
+142,720
New +$6.28M
IVV icon
11
iShares Core S&P 500 ETF
IVV
$886B
$5.3M 1.2%
+20,940
New +$5.2M
SPY icon
12
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$5M 1.13%
+19,900
New +$4.91M
ASMB icon
13
Assembly Biosciences
ASMB
$516M
$4.96M 1.12%
+11,843
New +$3.63M
IWD icon
14
iShares Russell 1000 Value ETF
IWD
$81.7B
$4.83M 1.09%
+40,762
New +$4.75M
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$110B
$4.34M 0.98%
+58,451
New +$4.1M
IWF icon
16
iShares Russell 1000 Growth ETF
IWF
$125B
$4.13M 0.94%
+132,172
New +$4.04M
PG icon
17
Procter & Gamble
PG
$347B
$4.06M 0.92%
+44,602
New +$4.06M
WFC icon
18
Wells Fargo
WFC
$262B
$3.94M 0.89%
+71,399
New +$3.79M
KE
19
Kimball Electronics
KE
$589M
$3.75M 0.85%
+173,233
New +$3.35M
WFC.PRL icon
20
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.69B
$3.65M 0.83%
+2,779
New +$3.69M
VXUS icon
21
Vanguard Total International Stock ETF
VXUS
$155B
$3.64M 0.82%
+66,521
New +$3.57M
PFE icon
22
Pfizer
PFE
$141B
$3.54M 0.8%
+104,527
New +$3.36M
LLY icon
23
Eli Lilly
LLY
$1.04T
$3.46M 0.78%
+40,485
New +$3.32M
IWB icon
24
iShares Russell 1000 ETF
IWB
$48.3B
$3.42M 0.77%
+24,442
New +$3.35M
BAC.PRL icon
25
Bank of America Series L
BAC.PRL
$3.95B
$3.41M 0.77%
+2,617
New +$3.41M

Similar funds

Valeo Financial Advisors's Q3 2017 Portfolio in Review

Q3 2017 is the first quarter with a 13F filing on record for Valeo Financial Advisors, which disclosed 1,202 positions worth $442M. Its ten largest holdings account for 40% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 310,740 shares worth $78.1M.

By sector, the portfolio is most concentrated in Financials at 11% of assets, followed by Healthcare and Technology.

  • Valeo Financial Advisors's largest Q3 2017 buy was State Street SPDR S&P 500 ETF Trust: 310,740 shares worth $78.1M.
  • Valeo Financial Advisors's ten largest holdings make up 40% of its $442M portfolio in Q3 2017.
  • Valeo Financial Advisors disclosed 1,202 positions in Q3 2017, its first 13F filing on record.

Based on Valeo Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.