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
1276
$10K ﹤0.01%
250
-5
1277
$10K ﹤0.01%
68
1278
$10K ﹤0.01%
74
+56
1279
$10K ﹤0.01%
457
1280
$10K ﹤0.01%
50
-100
1281
$10K ﹤0.01%
161
+61
1282
$10K ﹤0.01%
+2
1283
$10K ﹤0.01%
192
-9
1284
$10K ﹤0.01%
17
1285
$10K ﹤0.01%
+3
1286
$10K ﹤0.01%
+250
1287
$10K ﹤0.01%
2,263
1288
$10K ﹤0.01%
+170
1289
$10K ﹤0.01%
1
1290
$10K ﹤0.01%
1,900
+900
1291
$10K ﹤0.01%
16,500
1292
– –
0
1293
$10K ﹤0.01%
81
1294
$9K ﹤0.01%
66
1295
$9K ﹤0.01%
825
1296
$9K ﹤0.01%
512
+96
1297
$9K ﹤0.01%
164
+156
1298
$9K ﹤0.01%
30
1299
$9K ﹤0.01%
344
-94
1300
$9K ﹤0.01%
+50
50 51
52
53 54