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
$3.99B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.13M
3
+$2.67M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.19M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.24M

Top Sells

1
+$17.4M
2
+$12M
3
+$9.7M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.41M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.19M

Sector Composition

1 Energy 5.08%
2 Financials 4.45%
3 Healthcare 4.16%
4 Consumer Staples 3.9%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$591K 0.01%
19,115
427
$591K 0.01%
4,707
+216
428
$589K 0.01%
6,759
+628
429
$588K 0.01%
11,510
430
$587K 0.01%
21,522
+573
431
$586K 0.01%
7,831
+1,597
432
$586K 0.01%
69,150
-3,050
433
$582K 0.01%
7,635
+173
434
$579K 0.01%
5,760
+422
435
$578K 0.01%
21,900
436
$574K 0.01%
+17,860
437
$564K 0.01%
20,620
+184
438
$562K 0.01%
12,415
+115
439
$560K 0.01%
13,212
440
$558K 0.01%
20,715
+603
441
$557K 0.01%
24,802
+1,553
442
$556K 0.01%
40,570
443
$549K 0.01%
+23,966
444
$548K 0.01%
26,334
+4,558
445
$543K 0.01%
36,000
446
$541K 0.01%
6,700
+528
447
$533K 0.01%
4,347
+202
448
$530K 0.01%
13,602
+5,467
449
$529K 0.01%
10,916
+161
450
$526K 0.01%
12,790
+808
16 17
18
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