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
651
$84K ﹤0.01%
950
652
$84K ﹤0.01%
2,320
+2,217
653
$84K ﹤0.01%
826
654
$83K ﹤0.01%
1,620
+750
655
$82K ﹤0.01%
295
+201
656
$82K ﹤0.01%
4,900
+2,900
657
$82K ﹤0.01%
+1,670
658
$82K ﹤0.01%
3,740
+3,589
659
$81K ﹤0.01%
3,397
+1,117
660
$81K ﹤0.01%
5,893
661
$81K ﹤0.01%
525
+52
662
$81K ﹤0.01%
700
+100
663
$81K ﹤0.01%
969
664
$81K ﹤0.01%
2,211
+909
665
$81K ﹤0.01%
669
+127
666
$81K ﹤0.01%
7,900
+1,768
667
$80K ﹤0.01%
550
-550
668
$79K ﹤0.01%
2,289
669
$79K ﹤0.01%
1,146
+135
670
$79K ﹤0.01%
1,337
+650
671
$78K ﹤0.01%
2,183
+15
672
$78K ﹤0.01%
574
+158
673
$77K ﹤0.01%
2,378
+873
674
$77K ﹤0.01%
429
+204
675
$77K ﹤0.01%
+5,218
25 26
27
28 29