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
1701
$2K ﹤0.01%
+139
1702
$2K ﹤0.01%
+25
1703
$2K ﹤0.01%
+37
1704
$2K ﹤0.01%
+114
1705
$2K ﹤0.01%
100
1706
$2K ﹤0.01%
+50
1707
$2K ﹤0.01%
186
-133
1708
$2K ﹤0.01%
+200
1709
$2K ﹤0.01%
50
1710
$2K ﹤0.01%
200
1711
$2K ﹤0.01%
101
+52
1712
$2K ﹤0.01%
1,607
-1,539
1713
$2K ﹤0.01%
+1,250
1714
$2K ﹤0.01%
+750
1715
$2K ﹤0.01%
37
-1,563
1716
$2K ﹤0.01%
151
1717
$2K ﹤0.01%
+31
1718
$2K ﹤0.01%
+33
1719
$2K ﹤0.01%
+28
1720
$2K ﹤0.01%
115
-44
1721
$2K ﹤0.01%
+50
1722
$2K ﹤0.01%
204
1723
$2K ﹤0.01%
+31
1724
$2K ﹤0.01%
+33
1725
$2K ﹤0.01%
234
67 68
69
70 71