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
401
$231K 0.01%
1,043
-99
402
$230K 0.01%
1,003
403
$229K 0.01%
1,741
-124
404
$229K 0.01%
768
+3
405
$227K 0.01%
2,553
+1,523
406
$226K 0.01%
1,726
+481
407
$224K 0.01%
5,058
+4
408
$222K 0.01%
+2,138
409
$221K 0.01%
2,615
+6
410
$221K 0.01%
4,440
+42
411
$220K 0.01%
673
-52
412
$220K 0.01%
1,233
413
$218K 0.01%
6,185
+2,695
414
$218K 0.01%
17,280
+4,461
415
$215K 0.01%
2,245
416
$212K 0.01%
15,170
-2,151
417
$212K 0.01%
1,744
+11
418
$211K 0.01%
770
+60
419
$210K 0.01%
9,216
420
$206K 0.01%
2,225
+470
421
$206K 0.01%
1,016
-21
422
$206K 0.01%
1,780
+75
423
$206K 0.01%
2,046
-372
424
$204K 0.01%
3,834
-1,834
425
$204K 0.01%
608
+20
15 16
17
18 19