V

VeraBank Portfolio holdings

AUM $535M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$361K
2 +$280K
3 +$253K
4
KMB icon
Kimberly-Clark
KMB
+$220K
5
IBM icon
IBM
IBM
+$216K

Sector Composition

1 Technology 15.37%
2 Healthcare 12.17%
3 Financials 6.94%
4 Energy 6.92%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,782