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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$906K 0.01%
7,367
+296
402
$900K 0.01%
4,165
+93
403
$890K 0.01%
7,904
+24
404
$889K 0.01%
11,878
-188
405
$876K 0.01%
11,390
+5,750
406
$872K 0.01%
20,404
+603
407
$872K 0.01%
10,597
408
$870K 0.01%
5,338
+192
409
$869K 0.01%
6,727
+37
410
$866K 0.01%
9,291
+412
411
$865K 0.01%
29,742
-2,800
412
$865K 0.01%
32,592
+110
413
$864K 0.01%
3,542
+421
414
$860K 0.01%
1,613
+31
415
$848K 0.01%
6,498
-9,905
416
$827K 0.01%
5,366
-61
417
$823K 0.01%
15,358
-4,582
418
$822K 0.01%
8,571
+2,791
419
$819K 0.01%
1,973
-234
420
$815K 0.01%
11,314
-3,064
421
$812K 0.01%
3,331
+64
422
$803K 0.01%
+21,403
423
$800K 0.01%
30,075
-18,568
424
$795K 0.01%
9,262
-524
425
$794K 0.01%
9,921
15 16
17
18 19