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
1076
$22K ﹤0.01%
+3,300
1077
$21K ﹤0.01%
446
1078
$21K ﹤0.01%
+674
1079
$21K ﹤0.01%
65
1080
$21K ﹤0.01%
118
1081
$21K ﹤0.01%
1,500
1082
$21K ﹤0.01%
+2,250
1083
$21K ﹤0.01%
+800
1084
$21K ﹤0.01%
578
+62
1085
$21K ﹤0.01%
151
+55
1086
$21K ﹤0.01%
1,114
1087
$21K ﹤0.01%
750
-12
1088
$21K ﹤0.01%
417
+42
1089
$21K ﹤0.01%
100
1090
$20K ﹤0.01%
538
-848
1091
$20K ﹤0.01%
+4,234
1092
$20K ﹤0.01%
111
-45
1093
$20K ﹤0.01%
+350
1094
– –
0
1095
$20K ﹤0.01%
61
+5
1096
$20K ﹤0.01%
847
+267
1097
$20K ﹤0.01%
605
-292
1098
$20K ﹤0.01%
888
1099
$19K ﹤0.01%
389
-241
1100
$19K ﹤0.01%
414
+194
42 43
44
45 46