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
1576
$3K ﹤0.01%
27
1577
$3K ﹤0.01%
100
1578
$3K ﹤0.01%
96
-91
1579
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75
-125
1580
$3K ﹤0.01%
120
1581
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19
1582
$3K ﹤0.01%
+6
1583
$3K ﹤0.01%
+82
1584
$3K ﹤0.01%
+23
1585
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40
1586
$3K ﹤0.01%
+34
1587
$3K ﹤0.01%
153
1588
$3K ﹤0.01%
485
1589
$3K ﹤0.01%
+68
1590
$3K ﹤0.01%
+129
1591
$3K ﹤0.01%
+51
1592
$3K ﹤0.01%
+400
1593
$3K ﹤0.01%
+108
1594
$3K ﹤0.01%
19
-81
1595
$3K ﹤0.01%
105
+95
1596
$3K ﹤0.01%
149
+93
1597
$3K ﹤0.01%
+19
1598
$3K ﹤0.01%
+200
1599
$3K ﹤0.01%
25
+16
1600
$3K ﹤0.01%
115
62 63
64
65 66