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
326
$1.41M 0.03%
36,045
-270
327
$1.4M 0.03%
27,214
-250
328
$1.4M 0.03%
13,433
+919
329
$1.4M 0.03%
34,056
-230
330
$1.4M 0.03%
96,860
+49,120
331
$1.39M 0.03%
36,935
-230
332
$1.39M 0.03%
18,649
-8,072
333
$1.39M 0.03%
36,482
+354
334
$1.36M 0.03%
43,787
-54
335
$1.36M 0.03%
30,371
-610
336
$1.35M 0.03%
144,807
337
$1.34M 0.03%
77,416
+2,267
338
$1.34M 0.03%
77,081
+160
339
$1.34M 0.03%
36,190
340
$1.34M 0.03%
55,320
341
$1.34M 0.03%
37,338
-1,912
342
$1.34M 0.03%
39,482
343
$1.33M 0.03%
29,151
-10,224
344
$1.31M 0.03%
26,168
+2,508
345
$1.31M 0.03%
27,624
+1,384
346
$1.3M 0.03%
22,508
+2,432
347
$1.3M 0.03%
11,663
-269
348
$1.29M 0.03%
42,925
-672
349
$1.29M 0.03%
15,583
-242
350
$1.29M 0.03%
22,318
+3,126
12 13
14
15 16