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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

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
326
$1.01M 0.02%
7,222
-15
327
$1.01M 0.02%
17,178
+181
328
$1.01M 0.02%
19,358
+310
329
$1M 0.02%
36,009
+7,086
330
$1M 0.02%
14,052
-648
331
$964K 0.02%
4,006
-355
332
$964K 0.02%
13,342
-173
333
$961K 0.02%
10,021
+248
334
$957K 0.02%
8,465
+20
335
$954K 0.02%
17,162
+5,870
336
$950K 0.02%
11,098
-542
337
$950K 0.02%
9,406
338
$945K 0.02%
15,082
+418
339
$944K 0.02%
7,662
+2,624
340
$941K 0.02%
14,288
+2,163
341
$940K 0.02%
13,939
-357
342
$939K 0.02%
88,344
+18
343
$937K 0.02%
27,642
+4,109
344
$933K 0.02%
6,096
+853
345
$929K 0.02%
15,126
+1,636
346
$924K 0.02%
17,985
+1,710
347
$915K 0.02%
10,017
+373
348
$911K 0.02%
14,624
-3,602
349
$908K 0.02%
18,647
+829
350
$906K 0.02%
+17,622
12 13
14
15 16