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
1376
$7K ﹤0.01%
97
+11
1377
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49
1378
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268
1379
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545
1380
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440
1381
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216
-50
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100
1383
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106
+1
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200
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100
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200
1387
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20
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299
1389
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28
+25
1390
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150
-150
1391
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+130
1392
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$7K ﹤0.01%
300
-800
1394
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99
1395
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+15
1396
$7K ﹤0.01%
200
1397
$7K ﹤0.01%
100
1398
$7K ﹤0.01%
107
1399
$7K ﹤0.01%
100
-195
1400
$6K ﹤0.01%
45
-2
54 55
56
57 58