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
351
$299K 0.01%
7,583
-13
352
$298K 0.01%
1,000
353
$293K 0.01%
28,824
-8,376
354
$293K 0.01%
5,829
+5,228
355
$293K 0.01%
616
+4
356
$291K 0.01%
18,425
+900
357
$288K 0.01%
470
+183
358
$287K 0.01%
6,434
-400
359
$284K 0.01%
2,681
+1
360
$281K 0.01%
4,055
+951
361
$281K 0.01%
3,396
+1
362
$277K 0.01%
8,269
363
$277K 0.01%
36,960
364
$276K 0.01%
6,343
+296
365
$273K 0.01%
7,086
-4,965
366
$272K 0.01%
4,821
367
$271K 0.01%
3,092
+520
368
$270K 0.01%
3,773
+34
369
$268K 0.01%
3,270
370
$262K 0.01%
5,617
-959
371
$262K 0.01%
5,293
-156
372
$262K 0.01%
3,929
373
$261K 0.01%
1,355
-708
374
$260K 0.01%
1,702
+75
375
$257K 0.01%
3,983
+1,447
13 14
15
16 17