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
1501
$5K ﹤0.01%
700
-100
1502
$5K ﹤0.01%
+646
1503
$5K ﹤0.01%
200
1504
$5K ﹤0.01%
169
+1
1505
$5K ﹤0.01%
+100
1506
$5K ﹤0.01%
+50
1507
$5K ﹤0.01%
+220
1508
$5K ﹤0.01%
+3
1509
$4K ﹤0.01%
79
+22
1510
$4K ﹤0.01%
615
-21
1511
$4K ﹤0.01%
+87
1512
$4K ﹤0.01%
55
1513
$4K ﹤0.01%
812
1514
$4K ﹤0.01%
+64
1515
$4K ﹤0.01%
+36
1516
$4K ﹤0.01%
+8
1517
$4K ﹤0.01%
+50
1518
$4K ﹤0.01%
193
+152
1519
$4K ﹤0.01%
16
+2
1520
$4K ﹤0.01%
114
1521
$4K ﹤0.01%
100
-100
1522
$4K ﹤0.01%
357
1523
$4K ﹤0.01%
50
1524
$4K ﹤0.01%
100
1525
$4K ﹤0.01%
+185
59 60
61
62 63