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
401
$1.03M 0.02%
32,267
-3,938
402
$1.03M 0.02%
8,565
+117
403
$1.03M 0.02%
16,785
+2,889
404
$1.03M 0.02%
5,562
+2,798
405
$1.03M 0.02%
9,439
+465
406
$1.01M 0.02%
20,361
+3,061
407
$1M 0.02%
33,292
-770
408
$1M 0.02%
13,695
-337
409
$1M 0.02%
40,494
+11,948
410
$998K 0.02%
65,782
411
$998K 0.02%
42,356
+616
412
$996K 0.02%
18,005
+7,181
413
$993K 0.02%
7,181
+795
414
$988K 0.02%
10,592
-1,289
415
$978K 0.02%
16,494
-962
416
$977K 0.02%
7,773
-1,296
417
$972K 0.02%
19,729
+1,634
418
$970K 0.02%
1,480
419
$968K 0.02%
10,120
+283
420
$965K 0.02%
135,000
-83,797
421
$964K 0.02%
12,533
-265
422
$959K 0.02%
11,831
-940
423
$956K 0.02%
20,003
-4,020
424
$952K 0.02%
8,737
+1,042
425
$948K 0.02%
59,205
-150
15 16
17
18 19