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
876
$44K ﹤0.01%
2,000
877
$44K ﹤0.01%
777
878
$44K ﹤0.01%
340
-18
879
$44K ﹤0.01%
+1,011
880
$43K ﹤0.01%
+1,041
881
$43K ﹤0.01%
+1,215
882
$43K ﹤0.01%
457
+2
883
$43K ﹤0.01%
455
+12
884
$43K ﹤0.01%
893
+158
885
$43K ﹤0.01%
652
886
$43K ﹤0.01%
148
+4
887
$43K ﹤0.01%
+4,878
888
$43K ﹤0.01%
568
-33
889
$43K ﹤0.01%
+1,065
890
$42K ﹤0.01%
5,009
-991
891
$42K ﹤0.01%
495
-575
892
$42K ﹤0.01%
230
893
$42K ﹤0.01%
+2,067
894
$42K ﹤0.01%
+1,125
895
$42K ﹤0.01%
828
896
$42K ﹤0.01%
290
897
$42K ﹤0.01%
217
-596
898
$42K ﹤0.01%
542
-122
899
$42K ﹤0.01%
517
+500
900
$42K ﹤0.01%
1,779
-1,000
34 35
36
37 38