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
1826
$1K ﹤0.01%
+6
1827
$1K ﹤0.01%
17
1828
$1K ﹤0.01%
81
+60
1829
$1K ﹤0.01%
+39
1830
$1K ﹤0.01%
3
+2
1831
$1K ﹤0.01%
58
1832
$1K ﹤0.01%
+17
1833
$1K ﹤0.01%
18
1834
$1K ﹤0.01%
+19
1835
$1K ﹤0.01%
100
1836
$1K ﹤0.01%
+75
1837
$1K ﹤0.01%
+70
1838
$1K ﹤0.01%
16
-4
1839
$1K ﹤0.01%
+36
1840
$1K ﹤0.01%
+100
1841
$1K ﹤0.01%
+42
1842
$1K ﹤0.01%
8
-10
1843
$1K ﹤0.01%
+10
1844
$1K ﹤0.01%
+11
1845
$1K ﹤0.01%
+17
1846
$1K ﹤0.01%
40
1847
$1K ﹤0.01%
+4
1848
$1K ﹤0.01%
20
1849
$1K ﹤0.01%
7
1850
$1K ﹤0.01%
+6
72 73
74
75 76