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
776
$58K ﹤0.01%
2,050
777
$58K ﹤0.01%
453
+108
778
$58K ﹤0.01%
2,614
779
$57K ﹤0.01%
+450
780
$57K ﹤0.01%
1,900
781
$57K ﹤0.01%
1,429
782
$57K ﹤0.01%
511
+102
783
$57K ﹤0.01%
1,464
784
$57K ﹤0.01%
2,065
-2,036
785
$57K ﹤0.01%
1,956
786
$57K ﹤0.01%
+1,200
787
$57K ﹤0.01%
555
788
$57K ﹤0.01%
657
789
$56K ﹤0.01%
1,100
-300
790
$56K ﹤0.01%
3,585
791
$56K ﹤0.01%
350
792
$56K ﹤0.01%
533
+500
793
$56K ﹤0.01%
8,069
+350
794
$56K ﹤0.01%
1,885
795
$56K ﹤0.01%
2,718
+198
796
$56K ﹤0.01%
1,086
797
$56K ﹤0.01%
2,080
798
$56K ﹤0.01%
1,836
799
$55K ﹤0.01%
465
-51
800
$55K ﹤0.01%
1,214
30 31
32
33 34