VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.06B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$64.2M
3
+$26.8M
4
ONB icon
Old National Bancorp
ONB
+$15M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$12.7M

Top Sells

1
+$317M
2
+$109M
3
+$94.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$91.2M
5
AAPL icon
Apple
AAPL
+$32.6M

Sector Composition

1 Technology 11.73%
2 Financials 6.72%
3 Healthcare 5.05%
4 Consumer Discretionary 3.48%
5 Communication Services 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$218K 0.01%
+2,715
677
$218K 0.01%
+2,255
678
$217K 0.01%
+1,518
679
$217K 0.01%
+925
680
$217K 0.01%
+691
681
$217K 0.01%
1,637
+161
682
$217K 0.01%
+712
683
$215K 0.01%
+19,063
684
$214K 0.01%
+2,088
685
$213K 0.01%
+3,979
686
$213K 0.01%
4,078
-1,069
687
$212K 0.01%
+604
688
$211K 0.01%
+6,685
689
$211K 0.01%
+2,360
690
$210K 0.01%
+1,600
691
$210K 0.01%
+4,080
692
$209K 0.01%
+3,928
693
$209K 0.01%
+4,718
694
$208K 0.01%
+2,399
695
$208K 0.01%
363
-25
696
$207K 0.01%
+6,522
697
$207K 0.01%
12,840
-2,500
698
$205K 0.01%
+1,723
699
$204K 0.01%
847
-483
700
$204K 0.01%
+784
26 27
28
29 30