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Instuitional Investor - Valeo Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Valeo Financial Advisors, Llc
Portfolio Value $740,413,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. SPY 460,396 $124,542 16.82%
2. VWO 940,585 $35,594 4.8%
Vanguard Short Term Corp Bond Fd Etf
449,079 $34,997 4.72%
4. IEF 395,559 $30,874 4.16%
5. AAPL 104,375 $22,782 3.07%