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
1551
$4K ﹤0.01%
+210
1552
$4K ﹤0.01%
69
1553
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65
1554
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+75
1555
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96
1556
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94
-36
1557
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251
+1
1558
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+38
1559
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125
+105
1560
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90
1561
$4K ﹤0.01%
+35
1562
$4K ﹤0.01%
710
1563
$4K ﹤0.01%
+237
1564
$4K ﹤0.01%
+104
1565
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155
+83
1566
$4K ﹤0.01%
107
+71
1567
$4K ﹤0.01%
29
-21
1568
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+9
1569
$4K ﹤0.01%
246
1570
$4K ﹤0.01%
+15
1571
$4K ﹤0.01%
+500
1572
$4K ﹤0.01%
281
1573
$3K ﹤0.01%
+177
1574
$3K ﹤0.01%
550
-525
1575
$3K ﹤0.01%
104
61 62
63
64 65