VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.06B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$64.2M
3
+$26.8M
4
ONB icon
Old National Bancorp
ONB
+$15M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$12.7M

Top Sells

1
+$317M
2
+$109M
3
+$94.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$91.2M
5
AAPL icon
Apple
AAPL
+$32.6M

Sector Composition

1 Technology 11.73%
2 Financials 6.72%
3 Healthcare 5.05%
4 Consumer Discretionary 3.48%
5 Communication Services 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$552K 0.01%
5,037
427
$548K 0.01%
28,870
-6,643
428
$545K 0.01%
6,090
+313
429
$541K 0.01%
+3,370
430
$541K 0.01%
739
-54
431
$540K 0.01%
20,913
-4,422
432
$538K 0.01%
9,238
+1,460
433
$536K 0.01%
69,326
+15,321
434
$534K 0.01%
+2,351
435
$533K 0.01%
3,957
-1,863
436
$532K 0.01%
1,086
+23
437
$532K 0.01%
+6,761
438
$529K 0.01%
+34,367
439
$522K 0.01%
57,417
+3,769
440
$520K 0.01%
6,269
-1,475
441
$519K 0.01%
5,151
-25,729
442
$518K 0.01%
1,580
+30
443
$518K 0.01%
10,537
+205
444
$513K 0.01%
1,604
+48
445
$512K 0.01%
2,731
-19
446
$509K 0.01%
17,722
+2,354
447
$507K 0.01%
2,190
+132
448
$502K 0.01%
13,079
+478
449
$502K 0.01%
3,800
+301
450
$501K 0.01%
5,275
16 17
18
19 20