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
926
$38K ﹤0.01%
237
-10
927
$38K ﹤0.01%
610
+172
928
$38K ﹤0.01%
456
-331
929
$38K ﹤0.01%
2,019
-590
930
$38K ﹤0.01%
721
931
$38K ﹤0.01%
538
-2
932
$38K ﹤0.01%
1,053
-1,277
933
$37K ﹤0.01%
717
934
$37K ﹤0.01%
120
-23
935
$37K ﹤0.01%
+714
936
$37K ﹤0.01%
900
-169
937
$37K ﹤0.01%
+75
938
$36K ﹤0.01%
354
+4
939
$36K ﹤0.01%
+500
940
$36K ﹤0.01%
+3,000
941
$36K ﹤0.01%
88
942
$36K ﹤0.01%
+691
943
$35K ﹤0.01%
1,217
+731
944
$35K ﹤0.01%
+120
945
$35K ﹤0.01%
562
+25
946
$35K ﹤0.01%
1,669
947
$34K ﹤0.01%
2,000
948
$34K ﹤0.01%
306
949
$34K ﹤0.01%
396
+201
950
$34K ﹤0.01%
1,115
-542
36 37
38
39 40