V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.5M
3
+$8.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.27M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.14M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$8.25M
4
BUD icon
AB InBev
BUD
+$6.64M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.99M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.17M 0.03%
26,865
+553
302
$1.16M 0.03%
17,728
-346
303
$1.16M 0.03%
9,958
-2,102
304
$1.15M 0.03%
4,268
+146
305
$1.14M 0.03%
6,795
-5
306
$1.14M 0.03%
16,585
+126
307
$1.14M 0.03%
24,751
+930
308
$1.13M 0.03%
10,532
-431
309
$1.13M 0.02%
29,875
+2,133
310
$1.13M 0.02%
55,380
+1,340
311
$1.12M 0.02%
39,058
+2,042
312
$1.11M 0.02%
25,452
-586
313
$1.11M 0.02%
20,932
+1,836
314
$1.11M 0.02%
11,542
-914
315
$1.1M 0.02%
6,683
-62
316
$1.09M 0.02%
13,991
+330
317
$1.08M 0.02%
8,597
+13
318
$1.08M 0.02%
19,807
319
$1.06M 0.02%
15,567
+407
320
$1.06M 0.02%
51,725
+6,378
321
$1.05M 0.02%
6,426
+330
322
$1.04M 0.02%
+13,245
323
$1.03M 0.02%
+19,523
324
$1.03M 0.02%
22,140
-2,031
325
$1.02M 0.02%
10,242
-6
11 12
13
14 15