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
426
$203K 0.01%
3,415
+238
427
$203K 0.01%
6,175
+4,290
428
$202K 0.01%
765
-30
429
$199K 0.01%
672
-86
430
$199K 0.01%
3,117
431
$198K 0.01%
7,623
432
$197K 0.01%
2,161
-109
433
$197K 0.01%
17,500
-200
434
$193K 0.01%
3,211
-292
435
$192K 0.01%
4,331
+830
436
$191K 0.01%
3,459
+150
437
$191K 0.01%
2,776
-98
438
$191K 0.01%
2,884
+8
439
$191K 0.01%
4,158
+210
440
$191K 0.01%
2,134
+6
441
$190K 0.01%
8,385
+4,461
442
$187K 0.01%
4,836
-203
443
$187K 0.01%
5,191
-116
444
$186K 0.01%
7,803
+228
445
$186K 0.01%
2,591
446
$186K 0.01%
409
+35
447
$185K 0.01%
663
+103
448
$185K 0.01%
40,000
449
$185K 0.01%
2,748
+1,356
450
$185K 0.01%
2,309
+778
16 17
18
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