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
951
$34K ﹤0.01%
1,398
+14
952
$34K ﹤0.01%
866
+438
953
$34K ﹤0.01%
+1,050
954
$33K ﹤0.01%
1,000
955
$33K ﹤0.01%
1,453
+36
956
$33K ﹤0.01%
120
+112
957
$33K ﹤0.01%
421
-34
958
$32K ﹤0.01%
2,158
+1,900
959
$32K ﹤0.01%
495
+1
960
$32K ﹤0.01%
494
-2
961
$32K ﹤0.01%
+1
962
$32K ﹤0.01%
560
963
$32K ﹤0.01%
354
+23
964
$32K ﹤0.01%
288
+7
965
$32K ﹤0.01%
290
966
$32K ﹤0.01%
332
967
$32K ﹤0.01%
+2,000
968
$31K ﹤0.01%
271
-120
969
$31K ﹤0.01%
845
-4,935
970
$31K ﹤0.01%
500
971
$31K ﹤0.01%
392
972
$31K ﹤0.01%
+215
973
$31K ﹤0.01%
370
-300
974
$31K ﹤0.01%
1,160
+960
975
$30K ﹤0.01%
750
-100
37 38
39
40 41