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
551
$116K 0.01%
814
+2
552
$116K 0.01%
1,986
553
$116K 0.01%
183,450
+180,200
554
$115K 0.01%
290
-11
555
$115K 0.01%
2,224
+6
556
$114K 0.01%
775
+145
557
$114K 0.01%
4,115
+1,385
558
$114K 0.01%
1,744
+1,018
559
$114K 0.01%
2,004
-1,042
560
$113K 0.01%
2,619
561
$113K 0.01%
2,950
+1,000
562
$112K 0.01%
2,040
-306
563
$111K 0.01%
1,460
564
$111K 0.01%
1,797
+28
565
$110K 0.01%
10,800
566
$110K 0.01%
770
+370
567
$110K 0.01%
2,410
+78
568
$109K 0.01%
1,575
569
$109K 0.01%
2,958
570
$109K 0.01%
1,101
+59
571
$108K 0.01%
2,116
+48
572
$108K 0.01%
1,801
573
$108K 0.01%
13,000
+3,000
574
$108K 0.01%
9,865
+8,765
575
$107K ﹤0.01%
531
21 22
23
24 25