We are live on ! Find out more
VFA

Valeo Financial Advisors Portfolio holdings

AUM $4.18B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
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
1726
$2K ﹤0.01%
15
1727
$2K ﹤0.01%
+17
1728
$2K ﹤0.01%
+33
1729
$2K ﹤0.01%
138
1730
$2K ﹤0.01%
10
1731
$2K ﹤0.01%
+22
1732
$2K ﹤0.01%
34
1733
$2K ﹤0.01%
48
1734
– –
0
1735
$2K ﹤0.01%
+15
1736
$2K ﹤0.01%
125
1737
$2K ﹤0.01%
+85
1738
$2K ﹤0.01%
+5
1739
$2K ﹤0.01%
+39
1740
$2K ﹤0.01%
+4
1741
$2K ﹤0.01%
186
-133
1742
$2K ﹤0.01%
122
-460
1743
$2K ﹤0.01%
+200
1744
$2K ﹤0.01%
276
-237
1745
$2K ﹤0.01%
1,000
1746
$2K ﹤0.01%
2
-6
1747
$2K ﹤0.01%
50
1748
$2K ﹤0.01%
200
1749
$2K ﹤0.01%
101
+52
1750
$2K ﹤0.01%
1,607
-1,539
68 69
70
71 72