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Valeo Financial Advisors, LLC

Q4 2018 Holdings

Filed 2019-01-30 | 1624 holdings | $8.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Graftech Intl LTD COM(EAFEUR)Stock384313508$000.0%
Genomic Health Inc COM(GHDX)Stock37244C101$040.0%
Gopro Inc(GPRO)Stock38268T103$01000.0%
Global X MLP ETFETF37950E473$000.0%
American Homes 4 Rent REIT Class A(AMH)REIT02665T306$000.0%
H&E Equipment Services(HEESEUR)Stock404030108$0210.0%
Avery Dennison Corp COM(AVY)Stock053611109$000.0%
Fiserv Inc(FISV)Stock337738108$060.0%
Cerner Corp(CERNCHF)Stock156782104$000.0%
Banco Bradesco S A Spons ADR Repstg PFD(BBD)ADR059460303$000.0%
Columbia Property Trust Inc(CXPUSD)REIT198287203$000.0%
Fennec Pharmaceuticals Inc COM(FENC)Stock31447P100$0200.0%
Cohen & Steers Inc COM(CNS)Stock19247A100$070.0%
Cogent Communications Hldgs in COM New(CCOI)Stock19239V302$010.0%
Douglas Emmett Inc COM(DEI)REIT25960P109$000.0%
Clean Harbors, Inc(CLH)Stock184496107$050.0%
First American Corp(FAF)Stock31847R102$050.0%
Eagle Pharmaceuticals Inc COM(EGRX)Stock269796108$050.0%
Empire ST Rlty TR Inc CL A(ESRT)REIT292104106$000.0%
Encompass Health Corp COM(EHC)Stock29261A100$060.0%
Energous Corp COMStock29272C103$0400.0%
Gamestop Corp(GME)Stock36467W109$0310.0%
Easterly Govt Pptys Inc COMREIT27616P103$000.0%
Dynex Cap Inc COM NewREIT26817Q506$0470.0%
Epizyme Inc COM(EPZMEUR)Stock29428V104$050.0%
Equity Lifestyle Pptys Inc COM(ELS)REIT29472R108$000.0%
Equity Residential(EQR)REIT29476L107$000.0%
Frontdoor Inc COM(FTDR)Stock35905A109$000.0%
Dexcom Inc COM(DXCM)Stock252131107$000.0%
Dentsply Intl Inc (New)(XRAY)Stock24906P109$000.0%
Caci Intl Inc CL A(CACI)Stock127190304$000.0%
Cyrusone COM Usd0.01(CONE1EUR)REIT23283R100$000.0%
Curis Inc COM New(CRISEUR)Stock231269200$090.0%
Crown Holdings Inc COM(CCK)Stock228368106$000.0%
Crown Castle Intl Corp(CCI)REIT22822V101$040.0%
Cronos Group Inc COM(CRON)Stock22717L101$0400.0%
Core Mark Holding Co Inc COM(CORE)Stock218681104$050.0%
Concho Resources(CXOEUR)Stock20605P101$000.0%
Forescout Technologies Inc COM(FSCTEUR)Stock34553D101$0180.0%
Commscope Hldg Co Inc COM(VISN)Stock20337X109$000.0%
Drdgold Limited Spon ADR Repstg(DRD)ADR26152H301$020.0%
Fomento Economico Mexicano SA de C.V. New Spons ADR Repstg Unit 1 SER B SH(FMX)ADR344419106$000.0%
Commerce Bancshares Inc COM(CBSH)Stock200525103$070.0%
Federal Realty Invst TR SH BEN INT New(FRTEUR)REIT313747206$000.0%
Unisys Corp COM New(UIS)Stock909214306$0200.0%
IAC Ractivecorp(IACIEUR)Stock44919P508$000.0%
Matinas Biopharma Hldgs Inc COMStock576810105$02000.0%
Retail Properties of AmericaREIT76131V202$000.0%
Retail Value Inc COMREIT76133Q102$000.0%
Rexford Indl Rlty Inc COM(REXR)REIT76169C100$000.0%
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