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
1601
$3K ﹤0.01%
300
1602
$3K ﹤0.01%
250
-558
1603
$3K ﹤0.01%
117
1604
$3K ﹤0.01%
+29
1605
$3K ﹤0.01%
17
1606
$3K ﹤0.01%
+50
1607
$3K ﹤0.01%
100
+97
1608
$3K ﹤0.01%
27
1609
$3K ﹤0.01%
+26
1610
$3K ﹤0.01%
+58
1611
$3K ﹤0.01%
152
1612
$3K ﹤0.01%
23
1613
$3K ﹤0.01%
+63
1614
$3K ﹤0.01%
40
1615
$3K ﹤0.01%
25
1616
$3K ﹤0.01%
96
-91
1617
$3K ﹤0.01%
75
-125
1618
$3K ﹤0.01%
150
-2,500
1619
$3K ﹤0.01%
120
1620
$3K ﹤0.01%
19
1621
$3K ﹤0.01%
+6
1622
$3K ﹤0.01%
+82
1623
$3K ﹤0.01%
+23
1624
$3K ﹤0.01%
40
1625
$3K ﹤0.01%
+34
63 64
65
66 67