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
1251
$11K ﹤0.01%
158
+13
1252
$11K ﹤0.01%
+75
1253
$11K ﹤0.01%
200
+100
1254
$11K ﹤0.01%
1,269
+20
1255
$11K ﹤0.01%
200
1256
$11K ﹤0.01%
225
1257
$11K ﹤0.01%
566
-365
1258
$11K ﹤0.01%
200
1259
$11K ﹤0.01%
100
1260
$11K ﹤0.01%
125
1261
$11K ﹤0.01%
97
1262
$11K ﹤0.01%
297
+29
1263
$11K ﹤0.01%
219
+19
1264
$11K ﹤0.01%
1,207
+500
1265
$11K ﹤0.01%
182
+29
1266
$11K ﹤0.01%
+37
1267
$11K ﹤0.01%
+260
1268
$11K ﹤0.01%
296
1269
$11K ﹤0.01%
+1,000
1270
$10K ﹤0.01%
238
1271
$10K ﹤0.01%
+468
1272
$10K ﹤0.01%
221
1273
$10K ﹤0.01%
200
1274
$10K ﹤0.01%
155
1275
$10K ﹤0.01%
100
-5
49 50
51
52 53