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
426
$940K 0.02%
4,214
+682
427
$935K 0.02%
75,596
+1,288
428
$934K 0.02%
18,755
+15
429
$919K 0.02%
27,892
+4,594
430
$888K 0.02%
5,291
+530
431
$885K 0.02%
10,762
-320
432
$875K 0.02%
5,674
-192
433
$873K 0.02%
16,661
+2,552
434
$871K 0.02%
15,615
-296
435
$870K 0.02%
23,980
+5,521
436
$864K 0.02%
28,430
+6,756
437
$862K 0.02%
6,767
-2
438
$858K 0.02%
21,661
+4,714
439
$850K 0.02%
8,708
+210
440
$849K 0.02%
22,830
+4,830
441
$847K 0.02%
13,542
+1,855
442
$846K 0.02%
54,061
443
$843K 0.02%
8,877
-3,006
444
$842K 0.02%
9,680
445
$839K 0.02%
10,734
-118
446
$837K 0.02%
6,576
-3,340
447
$834K 0.02%
11,756
+750
448
$833K 0.02%
10,887
449
$828K 0.02%
80,655
-7,215
450
$828K 0.02%
11,373
-1
16 17
18
19 20