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
401
$889K 0.02%
9,744
+167
402
$881K 0.02%
6,252
-2,836
403
$877K 0.02%
4,400
+280
404
$875K 0.02%
4,291
+47
405
$873K 0.02%
29,843
-3,347
406
$870K 0.02%
6,115
+227
407
$869K 0.02%
8,634
+373
408
$856K 0.02%
4,151
-176
409
$852K 0.02%
10,064
+312
410
$850K 0.02%
24,670
411
$849K 0.02%
2,601
+30
412
$844K 0.02%
6,942
+1,837
413
$842K 0.02%
1,770
+35
414
$832K 0.02%
6,989
+353
415
$829K 0.01%
9,893
416
$829K 0.01%
4,728
+150
417
$823K 0.01%
11,210
+364
418
$822K 0.01%
5,527
+1
419
$820K 0.01%
2,996
-46
420
$815K 0.01%
7,753
-1,105
421
$809K 0.01%
6,028
-1,696
422
$806K 0.01%
702
-756
423
$802K 0.01%
6,192
+238
424
$799K 0.01%
21,431
-469
425
$798K 0.01%
7,595
-10
15 16
17
18 19