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
301
$1.59M 0.03%
26,591
-592
302
$1.59M 0.03%
42,401
+677
303
$1.59M 0.03%
6,912
-273
304
$1.58M 0.03%
17,982
+63
305
$1.57M 0.03%
13,202
-289
306
$1.56M 0.03%
36,721
-48
307
$1.56M 0.03%
18,480
-1,323
308
$1.53M 0.03%
8,946
+261
309
$1.53M 0.03%
17,677
+170
310
$1.53M 0.03%
58,927
-64
311
$1.5M 0.03%
10,578
+187
312
$1.46M 0.03%
8,506
+1,891
313
$1.46M 0.03%
14,453
-159
314
$1.46M 0.03%
12,372
+872
315
$1.45M 0.03%
32,119
+650
316
$1.45M 0.03%
31,302
317
$1.44M 0.03%
15,891
+872
318
$1.44M 0.03%
19,864
+1,000
319
$1.44M 0.03%
29,875
-136
320
$1.44M 0.03%
12,114
-70
321
$1.43M 0.03%
93,722
-301
322
$1.43M 0.03%
35,035
-351
323
$1.43M 0.03%
21,310
+799
324
$1.42M 0.03%
11,993
+42
325
$1.41M 0.03%
5,559
+352
11 12
13
14 15