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
1751
$2K ﹤0.01%
122
-460
1752
$2K ﹤0.01%
+200
1753
$2K ﹤0.01%
+14
1754
$2K ﹤0.01%
276
-237
1755
$2K ﹤0.01%
1,000
1756
$2K ﹤0.01%
2
-6
1757
$2K ﹤0.01%
+61
1758
$2K ﹤0.01%
+29
1759
$2K ﹤0.01%
134
1760
$2K ﹤0.01%
700
1761
$1K ﹤0.01%
88
1762
$1K ﹤0.01%
56
1763
$1K ﹤0.01%
+94
1764
$1K ﹤0.01%
200
1765
$1K ﹤0.01%
4
-32
1766
$1K ﹤0.01%
+10
1767
$1K ﹤0.01%
4
-66
1768
$1K ﹤0.01%
+33
1769
$1K ﹤0.01%
+110
1770
– –
0
1771
$1K ﹤0.01%
16
1772
$1K ﹤0.01%
6
1773
$1K ﹤0.01%
28
1774
$1K ﹤0.01%
64
1775
$1K ﹤0.01%
10
-446
69 70
71
72 73