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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$794K 0.01%
2,490
+7
427
$791K 0.01%
5,503
+125
428
$784K 0.01%
7,133
-1,191
429
$780K 0.01%
2,540
+51
430
$779K 0.01%
16,360
+285
431
$776K 0.01%
9,333
+2,404
432
$774K 0.01%
1,848
+1,269
433
$770K 0.01%
7,929
-382
434
$769K 0.01%
20,066
-1,051
435
$769K 0.01%
3,529
+12
436
$768K 0.01%
8,635
+139
437
$763K 0.01%
27,721
+225
438
$760K 0.01%
3,676
+106
439
$758K 0.01%
20,300
440
$756K 0.01%
9,988
+34
441
$746K 0.01%
20,508
-71
442
$746K 0.01%
1,152
+25
443
$741K 0.01%
3,868
444
$741K 0.01%
16,419
+6,920
445
$735K 0.01%
9,915
+5
446
$733K 0.01%
1,459
+7
447
$732K 0.01%
22,856
+666
448
$732K 0.01%
8,924
+124
449
$729K 0.01%
36,128
-1,058
450
$728K 0.01%
8,490
+150
16 17
18
19 20