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
1701
$2K ﹤0.01%
230
1702
$2K ﹤0.01%
+33
1703
$2K ﹤0.01%
234
1704
$2K ﹤0.01%
+5
1705
$2K ﹤0.01%
105
-200
1706
$2K ﹤0.01%
36
+2
1707
$2K ﹤0.01%
61
1708
$2K ﹤0.01%
126
+78
1709
$2K ﹤0.01%
10
-42
1710
$2K ﹤0.01%
+108
1711
$2K ﹤0.01%
156
1712
$2K ﹤0.01%
12
+2
1713
$2K ﹤0.01%
500
1714
$2K ﹤0.01%
107
1715
$2K ﹤0.01%
+10
1716
$2K ﹤0.01%
+9
1717
$2K ﹤0.01%
+32
1718
$2K ﹤0.01%
+15
1719
$2K ﹤0.01%
100
1720
$2K ﹤0.01%
86
1721
$2K ﹤0.01%
+10
1722
$2K ﹤0.01%
+34
1723
$2K ﹤0.01%
+139
1724
$2K ﹤0.01%
+25
1725
$2K ﹤0.01%
74
+43
67 68
69
70 71