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
976
$30K ﹤0.01%
+7,176
977
$30K ﹤0.01%
240
+93
978
$30K ﹤0.01%
201
+3
979
$30K ﹤0.01%
+3,000
980
$30K ﹤0.01%
466
981
$30K ﹤0.01%
2,500
982
$30K ﹤0.01%
850
983
$30K ﹤0.01%
2,372
984
$30K ﹤0.01%
972
985
$30K ﹤0.01%
106
986
$30K ﹤0.01%
170
-80
987
$29K ﹤0.01%
+2,250
988
$29K ﹤0.01%
3,107
+63
989
$29K ﹤0.01%
751
+3
990
$29K ﹤0.01%
478
+221
991
$29K ﹤0.01%
+825
992
$29K ﹤0.01%
148
993
$29K ﹤0.01%
+575
994
$29K ﹤0.01%
+175
995
$28K ﹤0.01%
571
-89
996
$28K ﹤0.01%
+500
997
$28K ﹤0.01%
1,881
998
$28K ﹤0.01%
+1,493
999
$28K ﹤0.01%
772
1000
$28K ﹤0.01%
1,883
38 39
40
41 42