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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
1551
$4K ﹤0.01%
251
+1
1552
$4K ﹤0.01%
+38
1553
$4K ﹤0.01%
125
+105
1554
$4K ﹤0.01%
90
1555
$4K ﹤0.01%
+35
1556
$4K ﹤0.01%
710
1557
$4K ﹤0.01%
+237
1558
$4K ﹤0.01%
+104
1559
$4K ﹤0.01%
155
+83
1560
$4K ﹤0.01%
107
+71
1561
$4K ﹤0.01%
29
-21
1562
$4K ﹤0.01%
+9
1563
$4K ﹤0.01%
246
1564
$4K ﹤0.01%
+15
1565
$4K ﹤0.01%
+200
1566
$4K ﹤0.01%
+156
1567
$4K ﹤0.01%
+500
1568
$4K ﹤0.01%
281
1569
$4K ﹤0.01%
58
+55
1570
$4K ﹤0.01%
+400
1571
$4K ﹤0.01%
16
+2
1572
$4K ﹤0.01%
840
-1,820
1573
$3K ﹤0.01%
27
1574
$3K ﹤0.01%
+26
1575
$3K ﹤0.01%
+58
61 62
63
64 65