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
751
$62K ﹤0.01%
+3,764
752
$61K ﹤0.01%
2,502
+2,002
753
$61K ﹤0.01%
832
+828
754
$61K ﹤0.01%
193
+15
755
$61K ﹤0.01%
2,313
-1,981
756
$61K ﹤0.01%
+630
757
$61K ﹤0.01%
4,000
758
$60K ﹤0.01%
954
759
$60K ﹤0.01%
333
-7
760
$60K ﹤0.01%
505
+5
761
$60K ﹤0.01%
675
+375
762
$60K ﹤0.01%
2,344
+120
763
$60K ﹤0.01%
502
-49
764
$60K ﹤0.01%
492
+410
765
$60K ﹤0.01%
+6,000
766
$59K ﹤0.01%
2,036
767
$59K ﹤0.01%
+2,000
768
$59K ﹤0.01%
167
+80
769
$59K ﹤0.01%
+3,000
770
$59K ﹤0.01%
3,534
771
$59K ﹤0.01%
1,232
-303
772
$58K ﹤0.01%
1,614
773
$58K ﹤0.01%
2,100
774
$58K ﹤0.01%
1,156
+2
775
$58K ﹤0.01%
1,942
29 30
31
32 33