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
401
$717K 0.02%
15,912
+5,363
402
$716K 0.02%
4,837
-6
403
$715K 0.02%
7,721
+1,010
404
$714K 0.02%
16,325
-127
405
$711K 0.02%
14,060
+88
406
$707K 0.02%
38,067
+2,314
407
$704K 0.02%
9,920
+5,316
408
$701K 0.02%
30,715
+1,635
409
$690K 0.01%
7,356
+4,250
410
$683K 0.01%
10,204
-69
411
$677K 0.01%
6,752
+227
412
$677K 0.01%
26,569
+8,910
413
$676K 0.01%
8,245
414
$674K 0.01%
12,344
415
$674K 0.01%
2,956
+66
416
$673K 0.01%
12,117
+436
417
$670K 0.01%
40,605
+915
418
$667K 0.01%
16,147
+456
419
$656K 0.01%
6,234
+132
420
$647K 0.01%
4,224
421
$643K 0.01%
20,433
-2,588
422
$641K 0.01%
3,953
-259
423
$638K 0.01%
20,082
-6
424
$636K 0.01%
32,527
-2,317
425
$636K 0.01%
2,266
+17
15 16
17
18 19