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
851
$48K ﹤0.01%
1,000
-2
852
$48K ﹤0.01%
2,000
853
$48K ﹤0.01%
2,420
+1,748
854
$48K ﹤0.01%
966
-268
855
$47K ﹤0.01%
2,129
856
$47K ﹤0.01%
1,060
+60
857
$47K ﹤0.01%
1,012
+100
858
$47K ﹤0.01%
2,000
859
$47K ﹤0.01%
365
+39
860
$47K ﹤0.01%
20,206
861
$47K ﹤0.01%
476
862
$47K ﹤0.01%
449
-184
863
$46K ﹤0.01%
4,906
864
$46K ﹤0.01%
5,000
865
$46K ﹤0.01%
800
866
$46K ﹤0.01%
690
867
$46K ﹤0.01%
1,207
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868
$46K ﹤0.01%
755
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869
$46K ﹤0.01%
+1,800
870
$45K ﹤0.01%
5,000
871
$45K ﹤0.01%
607
872
$45K ﹤0.01%
765
873
$45K ﹤0.01%
646
-81
874
$45K ﹤0.01%
990
875
$44K ﹤0.01%
385
-84
33 34
35
36 37