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
451
$728K 0.01%
9,209
452
$723K 0.01%
2,084
+29
453
$713K 0.01%
6,957
-588
454
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-3
455
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5,372
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456
$709K 0.01%
30,886
+110
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7,080
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458
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452
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459
$695K 0.01%
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460
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10,784
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461
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23,475
-2,918
462
$684K 0.01%
6,648
+116
463
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+6,471
464
$668K 0.01%
14,790
465
$665K 0.01%
+3,528
466
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2,596
467
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468
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19,366
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469
$655K 0.01%
9,183
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470
$653K 0.01%
4,387
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471
$649K 0.01%
4,205
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472
$649K 0.01%
6,744
-1,978
473
$648K 0.01%
10,232
+24
474
$646K 0.01%
15,842
+126
475
$644K 0.01%
6,212
-570
17 18
19
20 21