V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.24M 0.04%
36,974
+400
227
$2.23M 0.04%
1,165
+194
228
$2.22M 0.04%
27,729
-1,113
229
$2.21M 0.04%
6,101
+1,561
230
$2.19M 0.04%
19,386
231
$2.18M 0.04%
9,212
+291
232
$2.18M 0.03%
29,112
233
$2.17M 0.03%
32,308
-654
234
$2.16M 0.03%
21,923
-493
235
$2.16M 0.03%
15,221
+291
236
$2.15M 0.03%
62,916
-8,362
237
$2.14M 0.03%
26,397
+104
238
$2.13M 0.03%
17,976
-144
239
$2.09M 0.03%
30,376
+287
240
$2.08M 0.03%
195,748
-17,092
241
$2.07M 0.03%
7,587
-240
242
$2.05M 0.03%
23,963
243
$2.03M 0.03%
3,219
+43
244
$2.02M 0.03%
26,039
-296
245
$2.02M 0.03%
13,919
-562
246
$2.02M 0.03%
16,898
+279
247
$2.01M 0.03%
21,107
-407
248
$2M 0.03%
15,355
+119
249
$1.99M 0.03%
1,436
+10
250
$1.98M 0.03%
10,135
+167
8 9
10
11 12