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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
1876
$1K ﹤0.01%
+61
1877
$1K ﹤0.01%
3
+2
1878
$1K ﹤0.01%
+18
1879
$1K ﹤0.01%
471
-2,513
1880
$1K ﹤0.01%
+4
1881
$1K ﹤0.01%
9
1882
$1K ﹤0.01%
4
1883
$1K ﹤0.01%
14
1884
$1K ﹤0.01%
+27
1885
$1K ﹤0.01%
+38
1886
$1K ﹤0.01%
40
-100
1887
$1K ﹤0.01%
+147
1888
$1K ﹤0.01%
36
1889
$1K ﹤0.01%
4
1890
$1K ﹤0.01%
11
-70
1891
$1K ﹤0.01%
+14
1892
$1K ﹤0.01%
30
-1,404
1893
– –
-931
1894
$0 ﹤0.01%
8
1895
– –
-50
1896
– –
-47
1897
– –
-100
1898
$0 ﹤0.01%
+23
1899
$0 ﹤0.01%
+1
1900
– –
-2
74 75
76
77 78