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
1876
$1K ﹤0.01%
+120
1877
$1K ﹤0.01%
59
1878
$1K ﹤0.01%
101
-3,551
1879
$1K ﹤0.01%
8
1880
$1K ﹤0.01%
150
1881
$1K ﹤0.01%
7
-6
1882
$1K ﹤0.01%
40
+10
1883
$1K ﹤0.01%
15
1884
$1K ﹤0.01%
+100
1885
$1K ﹤0.01%
+100
1886
$1K ﹤0.01%
200
-100
1887
$1K ﹤0.01%
+80
1888
$1K ﹤0.01%
34
1889
$1K ﹤0.01%
58
1890
$1K ﹤0.01%
32
1891
$1K ﹤0.01%
16
1892
$1K ﹤0.01%
2,268
1893
$0 ﹤0.01%
20
-280
1894
– –
-316
1895
– –
-100
1896
– –
-1,978
1897
$0 ﹤0.01%
+8
1898
$0 ﹤0.01%
+2
1899
– –
-2,000
1900
– –
-30
74 75
76
77 78