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 6.43%
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%
11
-70
1827
$1K ﹤0.01%
+14
1828
$1K ﹤0.01%
30
-1,404
1829
$1K ﹤0.01%
+31
1830
$1K ﹤0.01%
+13
1831
$1K ﹤0.01%
+442
1832
$1K ﹤0.01%
+23
1833
$1K ﹤0.01%
+15
1834
$1K ﹤0.01%
+22
1835
$1K ﹤0.01%
100
-400
1836
$1K ﹤0.01%
+22
1837
$1K ﹤0.01%
+30
1838
$1K ﹤0.01%
+32
1839
$1K ﹤0.01%
+7
1840
$1K ﹤0.01%
+34
1841
$1K ﹤0.01%
372
1842
$1K ﹤0.01%
+58
1843
$1K ﹤0.01%
13
+9
1844
$1K ﹤0.01%
+36
1845
$1K ﹤0.01%
+6
1846
$1K ﹤0.01%
+70
1847
$1K ﹤0.01%
16
-4
1848
$1K ﹤0.01%
+36
1849
$1K ﹤0.01%
+100
1850
$1K ﹤0.01%
+42
72 73
74
75 76