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
451
$184K 0.01%
654
-87
452
$183K 0.01%
2,067
-1,665
453
$183K 0.01%
100
454
$183K 0.01%
1,060
+1,000
455
$181K 0.01%
2,948
+1,178
456
$180K 0.01%
1,089
+382
457
$179K 0.01%
7,078
-2,640
458
$179K 0.01%
5,567
+3,656
459
$177K 0.01%
4,626
+76
460
$176K 0.01%
2,588
461
$176K 0.01%
2,262
+650
462
$175K 0.01%
+756
463
$175K 0.01%
+7,000
464
$175K 0.01%
+4,234
465
$174K 0.01%
526
+310
466
$173K 0.01%
617
+299
467
$172K 0.01%
3,922
468
$171K 0.01%
2,500
-550
469
$170K 0.01%
825
+770
470
$170K 0.01%
360
-160
471
$169K 0.01%
8,521
-8,821
472
$166K 0.01%
1,294
+96
473
$165K 0.01%
5,260
474
$165K 0.01%
2,348
+520
475
$164K 0.01%
2,781
-695
17 18
19
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