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
451
$604K 0.01%
22,922
+299
452
$603K 0.01%
4,709
-42
453
$603K 0.01%
15,802
+7,448
454
$602K 0.01%
4,452
+181
455
$597K 0.01%
11,226
+293
456
$591K 0.01%
12,212
+387
457
$588K 0.01%
31,530
+1,170
458
$585K 0.01%
3,204
+87
459
$585K 0.01%
2,373
+1
460
$584K 0.01%
35,625
-1,171
461
$579K 0.01%
3,374
+212
462
$579K 0.01%
7,258
+83
463
$577K 0.01%
6,414
+189
464
$574K 0.01%
3,636
+42
465
$574K 0.01%
8,267
+542
466
$569K 0.01%
4,179
-157
467
$566K 0.01%
7,982
+1,032
468
$564K 0.01%
45,455
469
$561K 0.01%
30,361
-261
470
$559K 0.01%
12,633
-50
471
$558K 0.01%
2,218
+58
472
$555K 0.01%
10,001
+73
473
$555K 0.01%
4,282
474
$554K 0.01%
42,958
+1,930
475
$553K 0.01%
2,241
+85
17 18
19
20 21