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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
1626
$3K ﹤0.01%
+215
1627
$3K ﹤0.01%
+52
1628
$3K ﹤0.01%
+400
1629
$3K ﹤0.01%
+108
1630
$3K ﹤0.01%
67
-10
1631
$3K ﹤0.01%
23
1632
$3K ﹤0.01%
95
1633
$3K ﹤0.01%
+50
1634
$3K ﹤0.01%
105
+95
1635
$3K ﹤0.01%
149
+93
1636
$3K ﹤0.01%
200
1637
$3K ﹤0.01%
34
+10
1638
$3K ﹤0.01%
+100
1639
$3K ﹤0.01%
+292
1640
$3K ﹤0.01%
25
1641
$3K ﹤0.01%
201
-190
1642
$3K ﹤0.01%
+117
1643
$3K ﹤0.01%
100
+97
1644
$3K ﹤0.01%
+33
1645
$3K ﹤0.01%
20
-2
1646
$3K ﹤0.01%
+100
1647
$3K ﹤0.01%
186
1648
$3K ﹤0.01%
+50
1649
$3K ﹤0.01%
9
1650
$3K ﹤0.01%
+250
64 65
66
67 68