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
1526
$4K ﹤0.01%
+99
1527
$4K ﹤0.01%
+216
1528
$4K ﹤0.01%
+50
1529
$4K ﹤0.01%
193
+152
1530
$4K ﹤0.01%
16
+2
1531
$4K ﹤0.01%
840
-1,820
1532
$4K ﹤0.01%
+25
1533
$4K ﹤0.01%
+29
1534
$4K ﹤0.01%
114
1535
$4K ﹤0.01%
100
-100
1536
$4K ﹤0.01%
357
1537
$4K ﹤0.01%
50
1538
$4K ﹤0.01%
202
1539
$4K ﹤0.01%
46
1540
$4K ﹤0.01%
+75
1541
$4K ﹤0.01%
39
-16
1542
$4K ﹤0.01%
52
1543
$4K ﹤0.01%
1,000
-1,000
1544
$4K ﹤0.01%
100
1545
$4K ﹤0.01%
+185
1546
$4K ﹤0.01%
+26
1547
$4K ﹤0.01%
+94
1548
$4K ﹤0.01%
59
+55
1549
$4K ﹤0.01%
55
1550
$4K ﹤0.01%
79
+22
60 61
62
63 64