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
376
$256K 0.01%
4,569
377
$254K 0.01%
1,317
-46
378
$253K 0.01%
12,600
+7,440
379
$252K 0.01%
960
+3
380
$251K 0.01%
6,490
-1,775
381
$250K 0.01%
5,942
+2,042
382
$249K 0.01%
3,160
-248
383
$249K 0.01%
730
-391
384
$248K 0.01%
6,807
+194
385
$248K 0.01%
20,250
+250
386
$247K 0.01%
9,588
-800
387
$246K 0.01%
2,503
+402
388
$246K 0.01%
1,636
-131
389
$245K 0.01%
8,090
+4,465
390
$245K 0.01%
2,462
391
$243K 0.01%
20,000
392
$241K 0.01%
13,063
-1,091
393
$236K 0.01%
1,770
-1,185
394
$236K 0.01%
3,948
+29
395
$235K 0.01%
1,932
-369
396
$234K 0.01%
1,364
+11
397
$233K 0.01%
38,241
398
$233K 0.01%
1,360
+630
399
$232K 0.01%
2,947
-48
400
$232K 0.01%
9,907
+7,745
14 15
16
17 18