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
901
$42K ﹤0.01%
290
902
$41K ﹤0.01%
178
+25
903
$41K ﹤0.01%
2,126
904
$41K ﹤0.01%
+625
905
$41K ﹤0.01%
432
906
$41K ﹤0.01%
318
+17
907
$40K ﹤0.01%
700
908
$40K ﹤0.01%
280
-41
909
$40K ﹤0.01%
289
+12
910
$40K ﹤0.01%
202
-1
911
$40K ﹤0.01%
660
-600
912
$40K ﹤0.01%
585
+360
913
$40K ﹤0.01%
394
-76
914
$40K ﹤0.01%
1,333
+833
915
$40K ﹤0.01%
+417
916
$39K ﹤0.01%
1,000
917
$39K ﹤0.01%
649
+31
918
$39K ﹤0.01%
+1,931
919
$39K ﹤0.01%
464
+26
920
$39K ﹤0.01%
+460
921
$39K ﹤0.01%
2,737
922
$39K ﹤0.01%
722
923
$38K ﹤0.01%
610
+172
924
$38K ﹤0.01%
456
-331
925
$38K ﹤0.01%
1,228
35 36
37
38 39