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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
1926
$0 ﹤0.01%
8
1927
– –
-2,128
1928
$0 ﹤0.01%
+47
1929
$0 ﹤0.01%
+14
1930
– –
-500
1931
– –
-5
1932
– –
-5
1933
– –
-100
1934
– –
-500
1935
– –
-5
1936
– –
-7,636
1937
– –
-22
1938
$0 ﹤0.01%
5
1939
– –
0
1940
$0 ﹤0.01%
8
1941
$0 ﹤0.01%
1
1942
– –
0
1943
– –
-100
1944
$0 ﹤0.01%
+10
1945
– –
-47
1946
– –
-20
1947
$0 ﹤0.01%
2
1948
– –
0
1949
– –
-120
1950
– –
-502
76 77
78
79 80