V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.54B
AUM Growth
-$960M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.69M
3
+$7.51M
4
ABBV icon
AbbVie
ABBV
+$6.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$5.67M

Top Sells

1
+$6.94M
2
+$6.45M
3
+$6.35M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.93M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.69M

Sector Composition

1 Technology 6.09%
2 Financials 4.77%
3 Healthcare 4.07%
4 Consumer Staples 3%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1M 0.02%
25,935
+105
377
$1M 0.02%
+7,330
378
$1M 0.02%
29,794
+3,031
379
$1M 0.02%
21,124
+373
380
$1M 0.02%
26,398
-615
381
$998K 0.02%
4,127
+232
382
$986K 0.02%
23,651
+156
383
$980K 0.02%
5,064
+184
384
$978K 0.02%
73,767
+19,695
385
$973K 0.02%
10,878
+4,884
386
$959K 0.02%
21,163
-1,113
387
$957K 0.02%
10,591
+157
388
$943K 0.02%
14,901
+2,219
389
$939K 0.02%
17,037
-1,247
390
$938K 0.02%
8,293
-232
391
$931K 0.02%
27,492
392
$920K 0.02%
2,452
+17
393
$917K 0.02%
4,224
+1,387
394
$916K 0.02%
8,015
+130
395
$913K 0.02%
48,692
+107
396
$910K 0.02%
8,717
+599
397
$900K 0.02%
2,280
+8
398
$897K 0.02%
27,285
-32,731
399
$896K 0.02%
43,800
+32,260
400
$890K 0.02%
15,109
+950
14 15
16
17 18