We are live on ! Find out more
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
1451
$5K ﹤0.01%
138
+130
1452
$5K ﹤0.01%
+150
1453
$5K ﹤0.01%
+138
1454
$5K ﹤0.01%
+74
1455
$5K ﹤0.01%
162
1456
$5K ﹤0.01%
+78
1457
$5K ﹤0.01%
155
+77
1458
$5K ﹤0.01%
90
1459
$5K ﹤0.01%
365
+23
1460
$5K ﹤0.01%
100
-55
1461
$5K ﹤0.01%
177
1462
$5K ﹤0.01%
514
1463
$5K ﹤0.01%
52
1464
$5K ﹤0.01%
118
+14
1465
$5K ﹤0.01%
+110
1466
$5K ﹤0.01%
102
+97
1467
$5K ﹤0.01%
+33
1468
$5K ﹤0.01%
810
-11,892
1469
$5K ﹤0.01%
+167
1470
$5K ﹤0.01%
33
+23
1471
$5K ﹤0.01%
111
+26
1472
$5K ﹤0.01%
+191
1473
$5K ﹤0.01%
12
1474
$5K ﹤0.01%
10
+6
1475
$5K ﹤0.01%
20
57 58
59
60 61