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
1226
$12K ﹤0.01%
578
1227
$12K ﹤0.01%
35
1228
$12K ﹤0.01%
85
1229
$12K ﹤0.01%
+450
1230
$12K ﹤0.01%
107
1231
$12K ﹤0.01%
142
-100
1232
$12K ﹤0.01%
1,900
-3,577
1233
$12K ﹤0.01%
542
1234
$12K ﹤0.01%
281
1235
$12K ﹤0.01%
+73
1236
$12K ﹤0.01%
65
-2
1237
$12K ﹤0.01%
150
1238
$12K ﹤0.01%
307
-92
1239
$12K ﹤0.01%
369
1240
$12K ﹤0.01%
171
1241
$12K ﹤0.01%
1,500
-715
1242
$12K ﹤0.01%
+571
1243
$12K ﹤0.01%
823
1244
$12K ﹤0.01%
1,400
1245
$12K ﹤0.01%
195
1246
$11K ﹤0.01%
808
+1
1247
$11K ﹤0.01%
3
1248
$11K ﹤0.01%
1,108
-40
1249
$11K ﹤0.01%
165
1250
$11K ﹤0.01%
+1,000
48 49
50
51 52