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
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%
+1,000
831
$50K ﹤0.01%
617
-3
832
$50K ﹤0.01%
3,705
+453
833
$50K ﹤0.01%
+3,333
834
$50K ﹤0.01%
979
-16
835
$50K ﹤0.01%
5,448
836
$50K ﹤0.01%
609
+549
837
$49K ﹤0.01%
1,045
+4
838
$49K ﹤0.01%
731
839
$49K ﹤0.01%
+1,920
840
$49K ﹤0.01%
185
-36
841
$49K ﹤0.01%
1,857
-2,497
842
$49K ﹤0.01%
+864
843
$48K ﹤0.01%
1,043
+58
844
$48K ﹤0.01%
2,600
+1,000
845
$48K ﹤0.01%
1,000
+500
846
$48K ﹤0.01%
520
+15
847
$48K ﹤0.01%
837
-66
848
$48K ﹤0.01%
588
+183
849
$48K ﹤0.01%
613
-259
850
$48K ﹤0.01%
418
32 33
34
35 36