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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
1826
$1K ﹤0.01%
+13
1827
$1K ﹤0.01%
+13
1828
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+2
1829
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+12
1830
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20
1831
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20
1832
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1833
$1K ﹤0.01%
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-10
1834
$1K ﹤0.01%
+5
1835
$1K ﹤0.01%
+100
1836
$1K ﹤0.01%
54
1837
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1838
$1K ﹤0.01%
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1839
$1K ﹤0.01%
+25
1840
$1K ﹤0.01%
+3
1841
$1K ﹤0.01%
+10
1842
$1K ﹤0.01%
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1843
$1K ﹤0.01%
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1844
$1K ﹤0.01%
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1845
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1846
$1K ﹤0.01%
+44
1847
$1K ﹤0.01%
+50
1848
$1K ﹤0.01%
+39
1849
$1K ﹤0.01%
1
1850
$1K ﹤0.01%
+74
72 73
74
75 76