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
451
$822K 0.02%
17,444
-90
452
$820K 0.02%
1,530
+26
453
$820K 0.02%
7,108
+10
454
$812K 0.02%
15,541
-574
455
$805K 0.02%
10,843
-32
456
$801K 0.02%
15,294
+652
457
$801K 0.02%
4,791
-830
458
$797K 0.02%
15,452
-315
459
$797K 0.02%
20,995
-955
460
$795K 0.02%
14,901
461
$795K 0.02%
5,859
462
$791K 0.02%
10,893
-93
463
$788K 0.02%
10,847
-278
464
$787K 0.02%
20,835
-805
465
$786K 0.02%
35,424
466
$783K 0.02%
7,397
+148
467
$780K 0.02%
16,102
+1,280
468
$780K 0.02%
10,127
-3,006
469
$779K 0.02%
233,826
+15,000
470
$778K 0.02%
6,215
+642
471
$772K 0.02%
7,604
-105
472
$770K 0.02%
13,990
473
$766K 0.02%
113,400
-3,330
474
$766K 0.02%
8,089
-128
475
$761K 0.02%
20,975
+31
17 18
19
20 21