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
1126
$18K ﹤0.01%
2,422
+1,601
1127
$18K ﹤0.01%
+330
1128
$18K ﹤0.01%
2,500
1129
$18K ﹤0.01%
+275
1130
$18K ﹤0.01%
400
1131
$18K ﹤0.01%
102
1132
$18K ﹤0.01%
+888
1133
$18K ﹤0.01%
1,530
-736
1134
$18K ﹤0.01%
302
+23
1135
$18K ﹤0.01%
268
1136
$18K ﹤0.01%
327
-71
1137
$18K ﹤0.01%
200
-1,270
1138
$18K ﹤0.01%
+376
1139
$18K ﹤0.01%
+420
1140
$18K ﹤0.01%
156
+12
1141
$18K ﹤0.01%
178
1142
$18K ﹤0.01%
1,200
-833
1143
$18K ﹤0.01%
1,222
-400
1144
$18K ﹤0.01%
335
+58
1145
$18K ﹤0.01%
236
+144
1146
$18K ﹤0.01%
176
+56
1147
$18K ﹤0.01%
1,350
1148
$18K ﹤0.01%
317
1149
$17K ﹤0.01%
+4
1150
$17K ﹤0.01%
275
+110
44 45
46
47 48