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
376
$1.16M 0.02%
13,105
-341
377
$1.16M 0.02%
9,875
-34
378
$1.15M 0.02%
30,560
+569
379
$1.15M 0.02%
95,224
-5,568
380
$1.15M 0.02%
43,741
-2,517
381
$1.14M 0.02%
25,443
382
$1.14M 0.02%
24,762
+10
383
$1.14M 0.02%
46,104
-17,380
384
$1.12M 0.02%
16,392
-221
385
$1.12M 0.02%
35,856
+2,852
386
$1.11M 0.02%
35,641
+16,616
387
$1.11M 0.02%
68,490
+6,559
388
$1.11M 0.02%
23,214
389
$1.1M 0.02%
15,448
+635
390
$1.1M 0.02%
30,716
-651
391
$1.1M 0.02%
48,725
-2,189
392
$1.1M 0.02%
35,663
-7
393
$1.1M 0.02%
11,801
+649
394
$1.09M 0.02%
20,690
-480
395
$1.08M 0.02%
23,850
+1,160
396
$1.07M 0.02%
19,489
-422
397
$1.07M 0.02%
50,064
-11,329
398
$1.06M 0.02%
10,040
-4
399
$1.06M 0.02%
6,082
+187
400
$1.05M 0.02%
44,856
+9,834
14 15
16
17 18