VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.38B
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.69M
3
+$3.84M
4
HD icon
Home Depot
HD
+$2.53M
5
ONB icon
Old National Bancorp
ONB
+$1.8M

Top Sells

1
+$349M
2
+$109M
3
+$24.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.6M
5
MSFT icon
Microsoft
MSFT
+$20.8M

Sector Composition

1 Consumer Discretionary 9.02%
2 Technology 8.1%
3 Communication Services 6.41%
4 Financials 5.42%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$397K 0.02%
1,675
+291
302
$397K 0.02%
12,493
+35
303
$396K 0.02%
1,789
-4
304
$395K 0.02%
10,127
-825
305
$395K 0.02%
4,942
+570
306
$394K 0.02%
1,711
+324
307
$393K 0.02%
6,144
308
$391K 0.02%
4,655
-145
309
$387K 0.02%
2,206
-111
310
$386K 0.02%
3,527
+458
311
$383K 0.02%
7,490
-176
312
$381K 0.02%
7,553
+209
313
$379K 0.02%
2,066
-735
314
$377K 0.02%
4,416
-564
315
$371K 0.02%
2,873
-343
316
$370K 0.02%
1,338
-83
317
$365K 0.02%
9,450
318
$362K 0.02%
17,075
+40
319
$360K 0.02%
2,283
+191
320
$356K 0.02%
4,715
-941
321
$356K 0.02%
15,093
322
$351K 0.02%
1,255
+13
323
$350K 0.02%
5,542
-175
324
$350K 0.02%
1,306
+988
325
$348K 0.02%
+8,521
11 12
13
14 15