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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
1976
$0 ﹤0.01%
28
1977
– –
-4
1978
– –
0
1979
– –
-2
1980
$0 ﹤0.01%
4
1981
$0 ﹤0.01%
+21
1982
– –
-5
1983
– –
-895
1984
– –
-2,000
1985
$0 ﹤0.01%
+5
1986
– –
-1
1987
– –
-50
1988
$0 ﹤0.01%
5
1989
– –
-600
1990
– –
-100
1991
– –
-600
1992
$0 ﹤0.01%
+20
1993
$0 ﹤0.01%
5
1994
– –
-67
1995
$0 ﹤0.01%
3
1996
– –
-550
1997
$0 ﹤0.01%
20
-280
1998
– –
-316
1999
– –
-100
2000
– –
-1,978
78 79
80
81 82