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
301
$1.49M 0.02%
8,276
+2,319
302
$1.48M 0.02%
18,131
+85
303
$1.47M 0.02%
9,764
+100
304
$1.45M 0.02%
21,000
+239
305
$1.45M 0.02%
25,100
-340
306
$1.45M 0.02%
24,881
+14,074
307
$1.43M 0.02%
17,397
-805
308
$1.43M 0.02%
8,160
-1,150
309
$1.42M 0.02%
23,469
-3,072
310
$1.42M 0.02%
27,015
+98
311
$1.42M 0.02%
9,156
+90
312
$1.41M 0.02%
4,416
+34
313
$1.41M 0.02%
12,216
+129
314
$1.4M 0.02%
31,850
315
$1.39M 0.02%
6,867
+51
316
$1.38M 0.02%
28,394
317
$1.38M 0.02%
8,830
+85
318
$1.36M 0.02%
22,442
+216
319
$1.34M 0.02%
8,904
+359
320
$1.34M 0.02%
13,543
-1,075
321
$1.33M 0.02%
32,988
-3,099
322
$1.32M 0.02%
21,652
-383
323
$1.3M 0.02%
2,936
+30
324
$1.3M 0.02%
6,926
-895
325
$1.28M 0.02%
38,808
+388
11 12
13
14 15