VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.49B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
1676
$2K ﹤0.01%
500
1677
$2K ﹤0.01%
107
1678
$2K ﹤0.01%
+10
1679
$2K ﹤0.01%
+9
1680
$2K ﹤0.01%
+32
1681
$2K ﹤0.01%
+1,250
1682
$2K ﹤0.01%
+750
1683
$2K ﹤0.01%
700
1684
$2K ﹤0.01%
37
-1,563
1685
$2K ﹤0.01%
17
1686
$2K ﹤0.01%
+27
1687
$2K ﹤0.01%
+83
1688
$2K ﹤0.01%
+29
1689
$2K ﹤0.01%
38
1690
$2K ﹤0.01%
+25
1691
$2K ﹤0.01%
151
1692
$2K ﹤0.01%
+31
1693
$2K ﹤0.01%
+33
1694
$2K ﹤0.01%
+28
1695
$2K ﹤0.01%
115
-44
1696
$2K ﹤0.01%
+50
1697
$2K ﹤0.01%
204
1698
$2K ﹤0.01%
+31
1699
$2K ﹤0.01%
+30
1700
$2K ﹤0.01%
211
-774
66 67
68
69 70