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
526
$133K 0.01%
844
+187
527
$133K 0.01%
1,295
-67
528
$131K 0.01%
1,563
+363
529
$130K 0.01%
1,700
-50
530
$130K 0.01%
+5,409
531
$128K 0.01%
1,441
+41
532
$128K 0.01%
6,000
-100
533
$128K 0.01%
1,456
+613
534
$128K 0.01%
1,012
-19,898
535
$127K 0.01%
3,998
-573
536
$127K 0.01%
6,183
-518
537
$126K 0.01%
12,500
538
$125K 0.01%
202
+151
539
$123K 0.01%
+1,709
540
$123K 0.01%
3,177
+347
541
$121K 0.01%
2,585
-350
542
$121K 0.01%
2,465
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543
$119K 0.01%
389
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544
$119K 0.01%
1,380
545
$118K 0.01%
1,406
+406
546
$117K 0.01%
538
+71
547
$117K 0.01%
1,025
+26
548
$117K 0.01%
3,040
+5
549
$117K 0.01%
1,758
-121
550
$116K 0.01%
915
-57
20 21
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