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
276
$1.66M 0.03%
3,609
+55
277
$1.65M 0.03%
8,785
-1,007
278
$1.65M 0.03%
11,177
-77
279
$1.65M 0.03%
32,213
+11,939
280
$1.64M 0.03%
8,889
+80
281
$1.63M 0.03%
105,814
-31,500
282
$1.61M 0.03%
18,338
+1,674
283
$1.61M 0.03%
14,663
+1,351
284
$1.6M 0.03%
22,841
+273
285
$1.6M 0.03%
11,982
+134
286
$1.59M 0.03%
18,350
-501
287
$1.59M 0.03%
6,648
-84
288
$1.57M 0.03%
13,693
289
$1.57M 0.03%
16,667
+2,295
290
$1.56M 0.02%
89,520
+1,050
291
$1.55M 0.02%
15,004
+244
292
$1.55M 0.02%
13,410
+4,842
293
$1.53M 0.02%
17,346
-494
294
$1.53M 0.02%
100,000
295
$1.52M 0.02%
+59,926
296
$1.52M 0.02%
9,413
+289
297
$1.51M 0.02%
12,761
-264
298
$1.5M 0.02%
36,779
+2,657
299
$1.5M 0.02%
14,050
+89
300
$1.5M 0.02%
49,745
+17,181
10 11
12
13 14