VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$22.8M
2
+$8.7M
3
+$3.92M
4
HD icon
Home Depot
HD
+$2.28M
5
ONB icon
Old National Bancorp
ONB
+$1.73M

Top Sells

1
+$358M
2
+$105M
3
+$69.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$38.2M
5
MSFT icon
Microsoft
MSFT
+$24.3M

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
1301
$9K ﹤0.01%
350
1302
$9K ﹤0.01%
87
+65
1303
$9K ﹤0.01%
200
1304
$9K ﹤0.01%
+200
1305
$9K ﹤0.01%
58
1306
$9K ﹤0.01%
+157
1307
$9K ﹤0.01%
193
1308
$9K ﹤0.01%
150
+130
1309
$9K ﹤0.01%
38
-20
1310
$9K ﹤0.01%
1,050
1311
$9K ﹤0.01%
66
1312
$9K ﹤0.01%
825
1313
$9K ﹤0.01%
512
+96
1314
$9K ﹤0.01%
164
+156
1315
$9K ﹤0.01%
30
1316
$9K ﹤0.01%
344
-94
1317
$9K ﹤0.01%
500
1318
$9K ﹤0.01%
56
+16
1319
$8K ﹤0.01%
912
1320
$8K ﹤0.01%
+296
1321
$8K ﹤0.01%
29
1322
$8K ﹤0.01%
230
-239
1323
$8K ﹤0.01%
+89
1324
$8K ﹤0.01%
95
+53
1325
$8K ﹤0.01%
144
+12
51 52
53
54 55