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
1301
$9K ﹤0.01%
500
1302
$9K ﹤0.01%
56
+16
1303
$9K ﹤0.01%
212
-9
1304
$9K ﹤0.01%
500
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$9K ﹤0.01%
900
1306
$9K ﹤0.01%
+146
1307
$9K ﹤0.01%
300
1308
$9K ﹤0.01%
+1,500
1309
$9K ﹤0.01%
350
1310
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87
+65
1311
$9K ﹤0.01%
200
1312
$9K ﹤0.01%
+200
1313
$9K ﹤0.01%
58
1314
$9K ﹤0.01%
+157
1315
$9K ﹤0.01%
193
1316
$9K ﹤0.01%
150
+130
1317
$9K ﹤0.01%
38
-20
1318
$9K ﹤0.01%
1,050
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%
144
+12
1325
$8K ﹤0.01%
+600
51 52
53
54 55