V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.5M
3
+$8.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.27M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.14M

Top Sells

1
+$16.3M
2
+$10.8M
3
+$8.25M
4
BUD icon
AB InBev
BUD
+$6.64M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.99M

Sector Composition

1 Financials 5.29%
2 Technology 4.12%
3 Healthcare 3.68%
4 Energy 3.36%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 0.46%
635,144
-1,268
27
$19.8M 0.44%
112,887
-3,768
28
$19.7M 0.43%
778,534
-10,222
29
$19M 0.42%
262,760
+7,020
30
$16.9M 0.37%
690,369
-12,662
31
$16.8M 0.37%
152,862
+747
32
$16.7M 0.37%
175,206
-1,600
33
$16.4M 0.36%
350,094
-1,306
34
$15.6M 0.34%
298,016
+8,471
35
$15.6M 0.34%
52
-1
36
$14.5M 0.32%
229,208
-3,630
37
$14.4M 0.32%
422,335
+6,489
38
$14.2M 0.31%
188,099
-37,086
39
$14.1M 0.31%
328,619
+4,240
40
$14M 0.31%
261,048
+2,107
41
$14M 0.31%
151,433
-15,168
42
$13.8M 0.3%
272,264
+1,106
43
$13.8M 0.3%
93,601
-4,471
44
$13.5M 0.3%
123,588
-955
45
$13.5M 0.3%
135,700
-6,907
46
$13.2M 0.29%
294,597
-2,170
47
$12.7M 0.28%
244,328
-8,807
48
$12.7M 0.28%
529,941
+35,464
49
$12.7M 0.28%
326,544
50
$12.4M 0.27%
113,798
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