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
351
$903K 0.02%
7,446
+170
352
$902K 0.02%
8,517
-540
353
$901K 0.02%
41,121
+2,660
354
$899K 0.02%
48,239
+2,774
355
$893K 0.02%
5,226
+8
356
$880K 0.02%
6,632
-52
357
$872K 0.02%
10,613
-755
358
$872K 0.02%
8,456
+10
359
$871K 0.02%
15,387
-1,827
360
$864K 0.02%
14,316
+3,985
361
$863K 0.02%
6,124
362
$861K 0.02%
2,499
+242
363
$854K 0.02%
7,836
-611
364
$854K 0.02%
10,150
-381
365
$852K 0.02%
62,550
366
$850K 0.02%
3,697
+96
367
$847K 0.02%
4,930
+756
368
$846K 0.02%
99,195
-65
369
$843K 0.02%
5,984
-301
370
$837K 0.02%
8,631
-2,634
371
$834K 0.02%
5,654
-15
372
$833K 0.02%
5,165
-1,243
373
$830K 0.02%
6,237
-307
374
$830K 0.02%
11,459
-56
375
$829K 0.02%
23,678
-1,630
13 14
15
16 17