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 6.43%
4 Financials 5.42%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$17K ﹤0.01%
635
-55
1152
$17K ﹤0.01%
133
+49
1153
$17K ﹤0.01%
580
1154
$17K ﹤0.01%
+4
1155
$17K ﹤0.01%
275
+110
1156
$17K ﹤0.01%
179
-6
1157
$17K ﹤0.01%
314
1158
$17K ﹤0.01%
500
1159
$17K ﹤0.01%
500
1160
$16K ﹤0.01%
+381
1161
$16K ﹤0.01%
126
1162
$16K ﹤0.01%
800
-1,420
1163
$16K ﹤0.01%
1,195
+1,107
1164
$16K ﹤0.01%
513
1165
$16K ﹤0.01%
+1,000
1166
$16K ﹤0.01%
343
+139
1167
$16K ﹤0.01%
+185
1168
$16K ﹤0.01%
300
1169
$15K ﹤0.01%
+219
1170
$15K ﹤0.01%
625
1171
$15K ﹤0.01%
332
1172
$15K ﹤0.01%
126
1173
$15K ﹤0.01%
420
1174
$15K ﹤0.01%
583
1175
$15K ﹤0.01%
800
45 46
47
48 49