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
1601
$3K ﹤0.01%
+33
1602
$3K ﹤0.01%
20
-2
1603
$3K ﹤0.01%
+100
1604
$3K ﹤0.01%
+50
1605
$3K ﹤0.01%
+310
1606
$3K ﹤0.01%
400
1607
$3K ﹤0.01%
+38
1608
$3K ﹤0.01%
50
-5
1609
$3K ﹤0.01%
300
1610
$3K ﹤0.01%
729
1611
$3K ﹤0.01%
+101
1612
$3K ﹤0.01%
+49
1613
$3K ﹤0.01%
83
1614
$3K ﹤0.01%
+24
1615
$3K ﹤0.01%
67
-10
1616
$3K ﹤0.01%
23
1617
$3K ﹤0.01%
+117
1618
$3K ﹤0.01%
+250
1619
$3K ﹤0.01%
22
1620
$3K ﹤0.01%
+48
1621
$3K ﹤0.01%
115
+86
1622
$3K ﹤0.01%
+117
1623
$3K ﹤0.01%
117
1624
$3K ﹤0.01%
+29
1625
$3K ﹤0.01%
17
63 64
65
66 67