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
1551
$4K ﹤0.01%
3,689
1552
$4K ﹤0.01%
+99
1553
$4K ﹤0.01%
+216
1554
$4K ﹤0.01%
840
-1,820
1555
$4K ﹤0.01%
+25
1556
$4K ﹤0.01%
+29
1557
$4K ﹤0.01%
202
1558
$4K ﹤0.01%
46
1559
$4K ﹤0.01%
+75
1560
$4K ﹤0.01%
39
-16
1561
$4K ﹤0.01%
52
1562
$4K ﹤0.01%
1,000
-1,000
1563
$4K ﹤0.01%
102
1564
$4K ﹤0.01%
+75
1565
$4K ﹤0.01%
251
+1
1566
$4K ﹤0.01%
+38
1567
$4K ﹤0.01%
125
+105
1568
$4K ﹤0.01%
+104
1569
$4K ﹤0.01%
155
+83
1570
$4K ﹤0.01%
107
+71
1571
$4K ﹤0.01%
+200
1572
$4K ﹤0.01%
+156
1573
$3K ﹤0.01%
150
-2,500
1574
$3K ﹤0.01%
106
+48
1575
$3K ﹤0.01%
+26
61 62
63
64 65