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
1776
$1K ﹤0.01%
+13
1777
$1K ﹤0.01%
66
+20
1778
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+22
1779
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14
-10
1780
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1781
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+74
1783
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+18
1784
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471
-2,513
1785
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+4
1786
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12
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34
-241
1788
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1789
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+1
1790
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+26
1791
$1K ﹤0.01%
20
1792
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1794
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1795
$1K ﹤0.01%
30
1796
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+50
1797
$1K ﹤0.01%
+20
1798
$1K ﹤0.01%
9
1799
$1K ﹤0.01%
4
1800
$1K ﹤0.01%
14
70 71
72
73 74