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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
1601
$3K ﹤0.01%
106
+48
1602
$3K ﹤0.01%
+26
1603
$3K ﹤0.01%
25
1604
$3K ﹤0.01%
+301
1605
$3K ﹤0.01%
20
1606
$3K ﹤0.01%
+46
1607
$3K ﹤0.01%
153
1608
$3K ﹤0.01%
485
1609
$3K ﹤0.01%
729
1610
$3K ﹤0.01%
+101
1611
$3K ﹤0.01%
200
1612
$3K ﹤0.01%
875
1613
$3K ﹤0.01%
+30
1614
$3K ﹤0.01%
+105
1615
$3K ﹤0.01%
+68
1616
$3K ﹤0.01%
+129
1617
$3K ﹤0.01%
+49
1618
$3K ﹤0.01%
83
1619
$3K ﹤0.01%
+29
1620
$3K ﹤0.01%
17
1621
$3K ﹤0.01%
+50
1622
$3K ﹤0.01%
+24
1623
$3K ﹤0.01%
+81
1624
$3K ﹤0.01%
51
+1
1625
$3K ﹤0.01%
100
63 64
65
66 67