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
1326
$8K ﹤0.01%
95
+53
1327
$8K ﹤0.01%
50
1328
$8K ﹤0.01%
+800
1329
$8K ﹤0.01%
156
1330
$8K ﹤0.01%
255
+125
1331
$8K ﹤0.01%
180
-100
1332
$8K ﹤0.01%
4,850
1333
– –
0
1334
$8K ﹤0.01%
390
+15
1335
$8K ﹤0.01%
+140
1336
$8K ﹤0.01%
219
+179
1337
$8K ﹤0.01%
157
-1,264
1338
$8K ﹤0.01%
+154
1339
$8K ﹤0.01%
149
+112
1340
$8K ﹤0.01%
+42
1341
$8K ﹤0.01%
60
-45
1342
$8K ﹤0.01%
894
1343
$8K ﹤0.01%
145
+92
1344
$8K ﹤0.01%
83
+68
1345
$8K ﹤0.01%
87
1346
$8K ﹤0.01%
64
+59
1347
$8K ﹤0.01%
166
+163
1348
$8K ﹤0.01%
+67
1349
$8K ﹤0.01%
46
+16
1350
$8K ﹤0.01%
137
52 53
54
55 56