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
1651
$3K ﹤0.01%
+292
1652
$3K ﹤0.01%
25
1653
$3K ﹤0.01%
201
-190
1654
$3K ﹤0.01%
+19
1655
$3K ﹤0.01%
+200
1656
$3K ﹤0.01%
25
+16
1657
$3K ﹤0.01%
115
1658
$3K ﹤0.01%
+33
1659
$3K ﹤0.01%
20
-2
1660
$3K ﹤0.01%
+100
1661
$3K ﹤0.01%
186
1662
$3K ﹤0.01%
+50
1663
$3K ﹤0.01%
9
1664
$3K ﹤0.01%
+250
1665
$3K ﹤0.01%
+310
1666
$3K ﹤0.01%
400
1667
$3K ﹤0.01%
+38
1668
$3K ﹤0.01%
50
-5
1669
$3K ﹤0.01%
300
1670
$3K ﹤0.01%
+250
1671
$3K ﹤0.01%
+250
1672
$3K ﹤0.01%
178
-168
1673
$3K ﹤0.01%
+92
1674
$3K ﹤0.01%
50
-29
1675
$2K ﹤0.01%
50
65 66
67
68 69