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
$4.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
967
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$7.71M
3
+$4.01M
4
KKR icon
KKR & Co
KKR
+$3.82M
5
BX icon
Blackstone
BX
+$2.94M

Top Sells

1
+$9.61M
2
+$9.16M
3
+$7.33M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.23M
5
MA icon
Mastercard
MA
+$7.1M

Sector Composition

1 Energy 9.52%
2 Consumer Staples 7.27%
3 Financials 5.59%
4 Healthcare 4.27%
5 Technology 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.09M 0.04%
43,605
-410
252
$2.08M 0.04%
61,585
-4,832
253
$2.07M 0.04%
120,146
-2,740
254
$2.07M 0.04%
29,409
-1,213
255
$2.06M 0.04%
19,656
-184
256
$2.04M 0.04%
29,155
-1,044
257
$2.02M 0.04%
42,051
-272
258
$2.02M 0.04%
27,182
-489
259
$2M 0.04%
18,546
-1,185
260
$1.99M 0.04%
21,200
+1,823
261
$1.98M 0.04%
24,420
+1,858
262
$1.98M 0.04%
44,868
-409
263
$1.98M 0.04%
41,400
-776
264
$1.97M 0.04%
44,115
-1,740
265
$1.96M 0.04%
22,569
+6,681
266
$1.93M 0.04%
61,480
-282
267
$1.93M 0.04%
30,567
-32
268
$1.89M 0.04%
43,720
269
$1.87M 0.04%
20,783
-569
270
$1.85M 0.04%
27,521
+2,252
271
$1.82M 0.04%
181,785
-1,860
272
$1.82M 0.04%
21,291
-294
273
$1.78M 0.04%
25,848
-285
274
$1.78M 0.04%
36,409
+1,846
275
$1.77M 0.04%
48,704
+314
9 10
11
12 13