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 6.43%
4 Financials 5.42%
5 Healthcare 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$6K ﹤0.01%
91
-71
1427
$6K ﹤0.01%
+151
1428
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500
1429
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235
1430
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137
+68
1431
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+210
1432
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231
+165
1433
$6K ﹤0.01%
1,100
1434
$6K ﹤0.01%
85
1435
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97
1436
$6K ﹤0.01%
171
1437
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1438
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67
-95
1439
$6K ﹤0.01%
+90
1440
$6K ﹤0.01%
+134
1441
– –
0
1442
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+95
1443
$6K ﹤0.01%
150
1444
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340
1445
$6K ﹤0.01%
+189
1446
$6K ﹤0.01%
96
-54
1447
$6K ﹤0.01%
1,152
-305
1448
$6K ﹤0.01%
+9
1449
$6K ﹤0.01%
26
1450
$5K ﹤0.01%
108
56 57
58
59 60