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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
1501
$5K ﹤0.01%
270
+194
1502
$5K ﹤0.01%
+2,500
1503
$5K ﹤0.01%
65
+27
1504
$5K ﹤0.01%
+108
1505
$5K ﹤0.01%
70
+45
1506
$5K ﹤0.01%
+2,650
1507
$5K ﹤0.01%
200
1508
$5K ﹤0.01%
198
-7,502
1509
$4K ﹤0.01%
+150
1510
$4K ﹤0.01%
615
-21
1511
$4K ﹤0.01%
+87
1512
$4K ﹤0.01%
55
1513
$4K ﹤0.01%
+75
1514
$4K ﹤0.01%
812
1515
$4K ﹤0.01%
+64
1516
$4K ﹤0.01%
+1
1517
$4K ﹤0.01%
+8
1518
$4K ﹤0.01%
3,689
1519
$4K ﹤0.01%
+99
1520
$4K ﹤0.01%
+216
1521
$4K ﹤0.01%
+50
1522
$4K ﹤0.01%
193
+152
1523
$4K ﹤0.01%
+25
1524
$4K ﹤0.01%
+29
1525
$4K ﹤0.01%
114
59 60
61
62 63