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
$2.14B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,181
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$8.7M
3
+$3.92M
4
HD icon
Home Depot
HD
+$2.28M
5
ONB icon
Old National Bancorp
ONB
+$1.73M

Top Sells

1
+$358M
2
+$105M
3
+$69.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.2M
5
MSFT icon
Microsoft
MSFT
+$24.3M

Sector Composition

1 Consumer Discretionary 9.02%
2 Technology 8.1%
3 Communication Services 6.43%
4 Financials 5.42%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$51K ﹤0.01%
+125
827
$51K ﹤0.01%
1,000
828
$51K ﹤0.01%
2,346
+74
829
$51K ﹤0.01%
3,200
-3,800
830
$50K ﹤0.01%
617
-3
831
$50K ﹤0.01%
3,705
+453
832
$50K ﹤0.01%
+3,333
833
$50K ﹤0.01%
979
-16
834
$50K ﹤0.01%
5,448
835
$50K ﹤0.01%
609
+549
836
$50K ﹤0.01%
+1,000
837
$49K ﹤0.01%
731
838
$49K ﹤0.01%
+1,920
839
$49K ﹤0.01%
1,045
+4
840
$49K ﹤0.01%
185
-36
841
$49K ﹤0.01%
1,857
-2,497
842
$49K ﹤0.01%
+864
843
$48K ﹤0.01%
837
-66
844
$48K ﹤0.01%
588
+183
845
$48K ﹤0.01%
613
-259
846
$48K ﹤0.01%
2,000
847
$48K ﹤0.01%
2,420
+1,748
848
$48K ﹤0.01%
966
-268
849
$48K ﹤0.01%
1,043
+58
850
$48K ﹤0.01%
2,600
+1,000
32 33
34
35 36