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
$3.99B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.13M
3
+$2.67M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.19M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.24M

Top Sells

1
+$17.4M
2
+$12M
3
+$9.7M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.41M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$8.19M

Sector Composition

1 Energy 5.08%
2 Financials 4.45%
3 Healthcare 4.16%
4 Consumer Staples 3.9%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.9M 0.5%
321,182
+2,256
27
$19.6M 0.49%
200,703
-39,827
28
$16.9M 0.42%
196,641
-5,298
29
$16.7M 0.42%
349,692
-4,883
30
$16.3M 0.41%
167,746
+1,510
31
$15.9M 0.4%
423,008
-91,081
32
$15.1M 0.38%
123,653
-2,574
33
$14.7M 0.37%
68
34
$14.4M 0.36%
435,366
-2,462
35
$14M 0.35%
315,561
+3,394
36
$13.9M 0.35%
257,399
-6,667
37
$13.8M 0.35%
158,871
-3,359
38
$13.6M 0.34%
95,967
+2,004
39
$13.5M 0.34%
123,838
+2,911
40
$13.3M 0.33%
214,553
-2,884
41
$13.1M 0.33%
106,700
-851
42
$13.1M 0.33%
426,586
+10,315
43
$12.4M 0.31%
534,001
-4,202
44
$12.3M 0.31%
121,325
+3,578
45
$12.3M 0.31%
383,960
+10,595
46
$12.1M 0.3%
285,927
+4,995
47
$12.1M 0.3%
189,925
+19,556
48
$11.5M 0.29%
121,367
-2,670
49
$11.4M 0.29%
142,950
+11,215
50
$11.3M 0.28%
87,839
+3,465
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