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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
2126
$0 ﹤0.01%
+8
2127
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-4
2128
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-9,420
2129
– –
-7
2130
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-80
2131
$0 ﹤0.01%
1
2132
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0
2133
$0 ﹤0.01%
+7
2134
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-100
2135
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-292
2136
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-2,700
2137
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-60
2138
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-47
2139
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-80
2140
– –
-142
2141
– –
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2142
$0 ﹤0.01%
+6
2143
$0 ﹤0.01%
+3
2144
– –
-200
2145
$0 ﹤0.01%
+2
2146
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2147
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2148
$0 ﹤0.01%
+5
2149
$0 ﹤0.01%
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2150
$0 ﹤0.01%
+10
84 85
86
87 88