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
276
$1.76M 0.04%
37,430
+500
277
$1.76M 0.04%
21,702
-5,583
278
$1.75M 0.04%
23,025
+1,576
279
$1.73M 0.04%
18,951
-63
280
$1.73M 0.04%
6,122
+1,005
281
$1.73M 0.04%
17,451
-378
282
$1.71M 0.04%
9,658
+7,300
283
$1.69M 0.04%
27,326
+949
284
$1.69M 0.04%
26,991
-1,943
285
$1.69M 0.04%
52,473
+205
286
$1.67M 0.03%
72,358
-21
287
$1.67M 0.03%
36,717
-471
288
$1.67M 0.03%
10,653
+181
289
$1.66M 0.03%
73,986
+12,162
290
$1.66M 0.03%
48,275
-10,843
291
$1.64M 0.03%
21,267
+1,808
292
$1.64M 0.03%
74,468
-2,548
293
$1.64M 0.03%
41,464
+3,117
294
$1.61M 0.03%
39,187
+2,464
295
$1.61M 0.03%
17,445
-218
296
$1.6M 0.03%
33,622
-2,327
297
$1.6M 0.03%
18,948
-155
298
$1.6M 0.03%
15,402
+1,263
299
$1.6M 0.03%
20,598
-552
300
$1.59M 0.03%
13,764
10 11
12
13 14