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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
1801
$1K ﹤0.01%
+75
1802
$1K ﹤0.01%
+70
1803
$1K ﹤0.01%
16
-4
1804
$1K ﹤0.01%
+36
1805
$1K ﹤0.01%
+100
1806
$1K ﹤0.01%
+42
1807
$1K ﹤0.01%
8
-10
1808
$1K ﹤0.01%
+10
1809
$1K ﹤0.01%
+11
1810
$1K ﹤0.01%
+17
1811
$1K ﹤0.01%
200
1812
$1K ﹤0.01%
4
-32
1813
$1K ﹤0.01%
40
1814
$1K ﹤0.01%
+10
1815
$1K ﹤0.01%
+33
1816
$1K ﹤0.01%
20
1817
$1K ﹤0.01%
7
1818
$1K ﹤0.01%
+6
1819
$1K ﹤0.01%
+110
1820
– –
0
1821
$1K ﹤0.01%
16
1822
$1K ﹤0.01%
6
1823
$1K ﹤0.01%
28
1824
$1K ﹤0.01%
64
1825
$1K ﹤0.01%
10
-446
71 72
73
74 75