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
1851
$1K ﹤0.01%
+13
1852
$1K ﹤0.01%
+30
1853
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+13
1854
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+2
1855
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+12
1856
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20
1857
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20
1858
$1K ﹤0.01%
+75
1859
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54
1860
$1K ﹤0.01%
+20
1861
$1K ﹤0.01%
57
1862
$1K ﹤0.01%
+25
1863
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+3
1864
$1K ﹤0.01%
+10
1865
$1K ﹤0.01%
+42
1866
$1K ﹤0.01%
24
1867
$1K ﹤0.01%
20
1868
$1K ﹤0.01%
4
1869
$1K ﹤0.01%
+44
1870
$1K ﹤0.01%
+50
1871
$1K ﹤0.01%
+61
1872
$1K ﹤0.01%
+39
1873
$1K ﹤0.01%
1
1874
$1K ﹤0.01%
+32
1875
$1K ﹤0.01%
+200
73 74
75
76 77