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
1426
$6K ﹤0.01%
97
1427
$6K ﹤0.01%
171
1428
$6K ﹤0.01%
73
1429
$6K ﹤0.01%
16
-2
1430
$6K ﹤0.01%
58
+23
1431
$6K ﹤0.01%
+59
1432
$6K ﹤0.01%
215
1433
$6K ﹤0.01%
67
-95
1434
$6K ﹤0.01%
+90
1435
$6K ﹤0.01%
+134
1436
$6K ﹤0.01%
+4
1437
$6K ﹤0.01%
+273
1438
$6K ﹤0.01%
108
1439
$6K ﹤0.01%
120
1440
$6K ﹤0.01%
173
1441
$6K ﹤0.01%
+5
1442
$6K ﹤0.01%
1,152
-305
1443
$6K ﹤0.01%
134
1444
$6K ﹤0.01%
+9
1445
$6K ﹤0.01%
96
-24
1446
$6K ﹤0.01%
9
+1
1447
$6K ﹤0.01%
+113
1448
$6K ﹤0.01%
88
1449
$6K ﹤0.01%
26
1450
$5K ﹤0.01%
90
56 57
58
59 60