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
1651
$3K ﹤0.01%
+81
1652
$3K ﹤0.01%
51
+1
1653
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100
1654
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+215
1655
$3K ﹤0.01%
95
1656
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+50
1657
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200
1658
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34
+10
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+100
1660
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+292
1661
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25
1662
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201
-190
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100
+97
1664
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186
1665
$3K ﹤0.01%
9
1666
$3K ﹤0.01%
+250
1667
$3K ﹤0.01%
+250
1668
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+250
1669
$3K ﹤0.01%
178
-168
1670
$3K ﹤0.01%
+92
1671
$3K ﹤0.01%
133
1672
$3K ﹤0.01%
300
1673
$3K ﹤0.01%
250
-558
1674
$3K ﹤0.01%
50
-29
1675
$2K ﹤0.01%
38
+31
65 66
67
68 69