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
701
$72K ﹤0.01%
4,999
+299
702
$71K ﹤0.01%
616
+141
703
$71K ﹤0.01%
908
704
$71K ﹤0.01%
+1,556
705
$71K ﹤0.01%
1,408
+834
706
$70K ﹤0.01%
644
+15
707
$70K ﹤0.01%
610
+40
708
$70K ﹤0.01%
860
709
$70K ﹤0.01%
+10,000
710
$70K ﹤0.01%
625
711
$70K ﹤0.01%
7,000
+1,000
712
$70K ﹤0.01%
1,934
-164
713
$69K ﹤0.01%
1,164
+1
714
$69K ﹤0.01%
2,496
-550
715
$69K ﹤0.01%
17,436
+420
716
$69K ﹤0.01%
400
717
$69K ﹤0.01%
635
+96
718
$68K ﹤0.01%
2,500
+2,000
719
$68K ﹤0.01%
2,766
-495
720
$68K ﹤0.01%
902
+20
721
$68K ﹤0.01%
750
+525
722
$68K ﹤0.01%
2,446
723
$67K ﹤0.01%
310
+10
724
$66K ﹤0.01%
+1,708
725
$66K ﹤0.01%
1,809
27 28
29
30 31