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VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.18B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
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
1426
$6K ﹤0.01%
+151
1427
$6K ﹤0.01%
340
1428
$6K ﹤0.01%
+189
1429
$6K ﹤0.01%
145
1430
$6K ﹤0.01%
120
1431
$6K ﹤0.01%
500
1432
$6K ﹤0.01%
235
1433
$6K ﹤0.01%
96
-54
1434
$6K ﹤0.01%
137
+68
1435
$6K ﹤0.01%
173
1436
$6K ﹤0.01%
+5
1437
$6K ﹤0.01%
1,152
-305
1438
$6K ﹤0.01%
+210
1439
$6K ﹤0.01%
134
1440
$6K ﹤0.01%
+9
1441
$6K ﹤0.01%
96
-24
1442
$6K ﹤0.01%
231
+165
1443
$6K ﹤0.01%
23
1444
$6K ﹤0.01%
9
+1
1445
$6K ﹤0.01%
+113
1446
$6K ﹤0.01%
88
1447
$6K ﹤0.01%
26
1448
$6K ﹤0.01%
58
+23
1449
$6K ﹤0.01%
108
1450
$5K ﹤0.01%
400
56 57
58
59 60