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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
1951
– –
-197
1952
$0 ﹤0.01%
+1
1953
– –
-1
1954
– –
-48
1955
$0 ﹤0.01%
7
-193
1956
$0 ﹤0.01%
1
1957
– –
-11
1958
– –
-122
1959
$0 ﹤0.01%
+6
1960
$0 ﹤0.01%
1
1961
$0 ﹤0.01%
+10
1962
$0 ﹤0.01%
+155
1963
$0 ﹤0.01%
+14
1964
$0 ﹤0.01%
17
+13
1965
$0 ﹤0.01%
+1
1966
$0 ﹤0.01%
5
-3,000
1967
– –
-7
1968
– –
-200
1969
$0 ﹤0.01%
7
+2
1970
$0 ﹤0.01%
5
1971
– –
-4
1972
– –
-854
1973
– –
0
1974
$0 ﹤0.01%
4
1975
– –
-683
77 78
79
80 81