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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$686K 0.01%
25,124
-2,866
427
$682K 0.01%
6,013
-1,538
428
$682K 0.01%
6,505
+149
429
$676K 0.01%
+18,424
430
$676K 0.01%
9,819
-125
431
$660K 0.01%
17,774
+992
432
$657K 0.01%
6,460
-667
433
$651K 0.01%
2,913
+85
434
$649K 0.01%
12,803
+46
435
$649K 0.01%
11,884
+51
436
$648K 0.01%
6,103
+60
437
$648K 0.01%
4,973
-38
438
$644K 0.01%
7,591
+472
439
$642K 0.01%
25,454
+4,171
440
$642K 0.01%
15,667
-587
441
$641K 0.01%
+12,665
442
$641K 0.01%
3,652
+91
443
$638K 0.01%
6,109
+1,825
444
$631K 0.01%
25,940
+1,270
445
$627K 0.01%
5,360
+111
446
$623K 0.01%
33,911
-7,031
447
$620K 0.01%
9,730
-192
448
$615K 0.01%
6,480
-422
449
$609K 0.01%
43,068
+2,069
450
$608K 0.01%
24,712
-1,688
16 17
18
19 20