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
251
$1.97M 0.03%
11,346
252
$1.95M 0.03%
2,431
-3
253
$1.95M 0.03%
49,535
+4,585
254
$1.91M 0.03%
+21,247
255
$1.91M 0.03%
5,256
+104
256
$1.85M 0.03%
27,549
257
$1.81M 0.03%
22,528
+297
258
$1.79M 0.03%
4,094
-96
259
$1.79M 0.03%
62,550
260
$1.78M 0.03%
12,015
-37
261
$1.78M 0.03%
12,919
262
$1.76M 0.03%
55,011
+888
263
$1.76M 0.03%
29,424
+8,782
264
$1.75M 0.03%
8,501
-489
265
$1.75M 0.03%
12,098
+75
266
$1.75M 0.03%
6,029
267
$1.74M 0.03%
32,466
+10,392
268
$1.74M 0.03%
20,795
-3,330
269
$1.73M 0.03%
4,984
+854
270
$1.71M 0.03%
19,290
271
$1.68M 0.03%
11,596
+1,147
272
$1.67M 0.03%
3,041
+94
273
$1.67M 0.03%
41,646
+2,123
274
$1.67M 0.03%
11,918
+294
275
$1.67M 0.03%
7,827
+219
9 10
11
12 13