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
1701
$2K ﹤0.01%
50
1702
$2K ﹤0.01%
230
1703
$2K ﹤0.01%
+33
1704
$2K ﹤0.01%
234
1705
$2K ﹤0.01%
+1
1706
$2K ﹤0.01%
105
-200
1707
$2K ﹤0.01%
36
+2
1708
$2K ﹤0.01%
61
1709
$2K ﹤0.01%
126
+78
1710
$2K ﹤0.01%
10
-42
1711
$2K ﹤0.01%
+108
1712
$2K ﹤0.01%
156
1713
$2K ﹤0.01%
+15
1714
$2K ﹤0.01%
100
1715
$2K ﹤0.01%
86
1716
$2K ﹤0.01%
+10
1717
$2K ﹤0.01%
+34
1718
$2K ﹤0.01%
+139
1719
$2K ﹤0.01%
+25
1720
$2K ﹤0.01%
74
+43
1721
$2K ﹤0.01%
+37
1722
$2K ﹤0.01%
+114
1723
$2K ﹤0.01%
100
1724
$2K ﹤0.01%
+50
1725
$2K ﹤0.01%
+182
67 68
69
70 71