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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
1576
$3K ﹤0.01%
152
1577
$3K ﹤0.01%
23
1578
$3K ﹤0.01%
+63
1579
$3K ﹤0.01%
40
1580
$3K ﹤0.01%
25
1581
$3K ﹤0.01%
+177
1582
$3K ﹤0.01%
550
-525
1583
$3K ﹤0.01%
104
1584
$3K ﹤0.01%
+46
1585
$3K ﹤0.01%
+35
1586
$3K ﹤0.01%
+54
1587
$3K ﹤0.01%
100
1588
$3K ﹤0.01%
96
-91
1589
$3K ﹤0.01%
75
-125
1590
$3K ﹤0.01%
150
-2,500
1591
$3K ﹤0.01%
117
1592
$3K ﹤0.01%
120
1593
$3K ﹤0.01%
19
1594
$3K ﹤0.01%
+6
1595
$3K ﹤0.01%
+82
1596
$3K ﹤0.01%
+23
1597
$3K ﹤0.01%
40
1598
$3K ﹤0.01%
+34
1599
$3K ﹤0.01%
88
-42
1600
$3K ﹤0.01%
+46
62 63
64
65 66