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
1451
$5K ﹤0.01%
134
1452
$5K ﹤0.01%
39
1453
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194
1454
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205
+105
1455
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229
+171
1456
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181
-93
1457
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+3
1458
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65
+27
1459
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+108
1460
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70
+45
1461
$5K ﹤0.01%
+2,650
1462
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200
1463
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400
1464
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138
+130
1465
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+150
1466
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+138
1467
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+74
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162
1469
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+78
1470
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155
+77
1471
$5K ﹤0.01%
365
+23
1472
$5K ﹤0.01%
100
-55
1473
$5K ﹤0.01%
177
1474
$5K ﹤0.01%
514
1475
$5K ﹤0.01%
52
57 58
59
60 61