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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
1901
– –
-95
1902
– –
0
1903
$0 ﹤0.01%
3
-28
1904
– –
-215
1905
$0 ﹤0.01%
3
1906
$0 ﹤0.01%
25
+5
1907
$0 ﹤0.01%
2
1908
– –
0
1909
$0 ﹤0.01%
+8
1910
$0 ﹤0.01%
9
1911
– –
-5
1912
$0 ﹤0.01%
+6
1913
– –
-50
1914
$0 ﹤0.01%
7
1915
$0 ﹤0.01%
1
1916
– –
-80
1917
– –
-3,654
1918
$0 ﹤0.01%
4
-20
1919
– –
-1
1920
– –
-10
1921
$0 ﹤0.01%
+15
1922
– –
-41
1923
– –
-3
1924
– –
-899
1925
– –
-30
75 76
77
78 79