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
626
$94K ﹤0.01%
384
+138
627
$94K ﹤0.01%
4,045
-5,000
628
$94K ﹤0.01%
5,110
+1,046
629
$93K ﹤0.01%
2,463
630
$93K ﹤0.01%
1,520
+13
631
$92K ﹤0.01%
4,275
632
$92K ﹤0.01%
388
633
$91K ﹤0.01%
531
+223
634
$91K ﹤0.01%
439
-22
635
$91K ﹤0.01%
3,157
636
$91K ﹤0.01%
750
637
$90K ﹤0.01%
1,825
-52
638
$88K ﹤0.01%
1,200
639
$88K ﹤0.01%
674
+56
640
$87K ﹤0.01%
3,231
+781
641
$87K ﹤0.01%
1,675
642
$87K ﹤0.01%
643
-28
643
$86K ﹤0.01%
229
+6
644
$86K ﹤0.01%
3,236
+2,326
645
$86K ﹤0.01%
1,248
+36
646
$86K ﹤0.01%
1,492
+805
647
$85K ﹤0.01%
218
+22
648
$85K ﹤0.01%
1,027
-179
649
$85K ﹤0.01%
514
+94
650
$85K ﹤0.01%
3,187
+338
24 25
26
27 28