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
426
$632K 0.01%
10,491
427
$630K 0.01%
9,485
+731
428
$628K 0.01%
10,013
+43
429
$625K 0.01%
5,278
-266
430
$622K 0.01%
13,998
+22
431
$620K 0.01%
6,299
+1,321
432
$617K 0.01%
6,181
-56
433
$613K 0.01%
24,664
+566
434
$610K 0.01%
21,100
435
$608K 0.01%
44,702
436
$607K 0.01%
936
+46
437
$605K 0.01%
12,044
+397
438
$604K 0.01%
15,696
-889
439
$602K 0.01%
14,124
-32
440
$601K 0.01%
+2,000
441
$599K 0.01%
23,127
442
$598K 0.01%
8,168
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443
$593K 0.01%
33,786
-7,530
444
$591K 0.01%
6,994
445
$589K 0.01%
14,119
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446
$589K 0.01%
30,639
-2,010
447
$588K 0.01%
33,150
-120
448
$588K 0.01%
9,283
+254
449
$585K 0.01%
11,522
-121
450
$584K 0.01%
19,181
-6
16 17
18
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