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
1051
$24K ﹤0.01%
+1,800
1052
$24K ﹤0.01%
460
1053
$24K ﹤0.01%
+1,367
1054
$24K ﹤0.01%
545
1055
$24K ﹤0.01%
351
1056
$24K ﹤0.01%
317
+197
1057
$24K ﹤0.01%
225
1058
$24K ﹤0.01%
462
1059
$24K ﹤0.01%
600
-505
1060
$23K ﹤0.01%
69
+36
1061
$23K ﹤0.01%
394
1062
$23K ﹤0.01%
2,720
-1,405
1063
$23K ﹤0.01%
+1,000
1064
$23K ﹤0.01%
1,306
1065
$23K ﹤0.01%
192
-23
1066
$23K ﹤0.01%
385
1067
$23K ﹤0.01%
600
+100
1068
$23K ﹤0.01%
807
1069
$23K ﹤0.01%
612
+7
1070
$23K ﹤0.01%
+978
1071
$23K ﹤0.01%
441
-159
1072
$23K ﹤0.01%
2,210
-3,520
1073
$22K ﹤0.01%
200
1074
$22K ﹤0.01%
+140
1075
$22K ﹤0.01%
96
41 42
43
44 45