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
1176
$15K ﹤0.01%
224
+34
1177
$15K ﹤0.01%
28
-9
1178
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645
1179
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130
1180
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210
+10
1181
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57
+2
1182
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691
1183
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600
-140
1184
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400
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1185
$15K ﹤0.01%
600
1186
$15K ﹤0.01%
+2,500
1187
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59
+4
1188
$15K ﹤0.01%
+1
1189
$15K ﹤0.01%
113
+8
1190
$14K ﹤0.01%
88
-35
1191
$14K ﹤0.01%
360
+209
1192
$14K ﹤0.01%
500
1193
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200
1194
$14K ﹤0.01%
113
+51
1195
$14K ﹤0.01%
320
-257
1196
$14K ﹤0.01%
500
1197
$14K ﹤0.01%
709
+357
1198
$14K ﹤0.01%
550
1199
$14K ﹤0.01%
+16
1200
$14K ﹤0.01%
923
46 47
48
49 50