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
351
$1.29M 0.03%
91,490
352
$1.27M 0.03%
21,004
353
$1.27M 0.03%
8,643
-296
354
$1.26M 0.03%
54,646
+5,894
355
$1.26M 0.03%
33,957
-1,051
356
$1.25M 0.03%
25,348
+4,287
357
$1.25M 0.03%
11,990
358
$1.24M 0.03%
48,989
+2,257
359
$1.24M 0.03%
21,904
+143
360
$1.24M 0.03%
82,720
-15,020
361
$1.24M 0.03%
16,945
-2,154
362
$1.23M 0.03%
11,275
+224
363
$1.22M 0.03%
12,529
-3,262
364
$1.22M 0.03%
59,358
365
$1.22M 0.03%
33,079
-2,000
366
$1.21M 0.03%
19,506
-1,252
367
$1.21M 0.03%
15,489
+324
368
$1.21M 0.03%
25,362
-2,046
369
$1.2M 0.03%
21,194
+1,409
370
$1.2M 0.03%
22,978
+459
371
$1.2M 0.03%
76,875
+15,450
372
$1.19M 0.02%
54,237
-1,444
373
$1.18M 0.02%
20,081
-354
374
$1.18M 0.02%
15,074
-8,814
375
$1.16M 0.02%
70,740
+3,811
13 14
15
16 17