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
$5.88B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$32.4M
3
+$20.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$17.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.77M

Top Sells

1
+$16.8M
2
+$16.1M
3
+$11.1M
4
MA icon
Mastercard
MA
+$3.63M
5
CB icon
Chubb
CB
+$3.32M

Sector Composition

1 Technology 5.43%
2 Financials 4.44%
3 Communication Services 3.68%
4 Healthcare 3.11%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.3M 0.5%
283,300
+1,620
27
$28.4M 0.48%
172,888
+855
28
$28M 0.48%
184,122
-3,473
29
$28M 0.48%
210,859
-1,859
30
$27.6M 0.47%
77,447
-10,188
31
$25.7M 0.44%
522,399
+2,215
32
$21.9M 0.37%
341,430
-6,224
33
$21.2M 0.36%
230,157
-19,735
34
$20.4M 0.35%
53
-5
35
$20.3M 0.35%
197,160
-8,440
36
$20M 0.34%
66,457
-5,256
37
$19.6M 0.33%
64,267
-4,369
38
$17.5M 0.3%
320,353
+104,985
39
$16.9M 0.29%
259,376
40
$16.6M 0.28%
321,570
+133,830
41
$16.4M 0.28%
178,656
-1,509
42
$16.2M 0.28%
55,143
-766
43
$15.9M 0.27%
132,777
-1,216
44
$15.4M 0.26%
48,308
-747
45
$15.4M 0.26%
108,894
+4,470
46
$15M 0.25%
81,094
-905
47
$14.7M 0.25%
87,688
+527
48
$14.2M 0.24%
58,416
-1,640
49
$14M 0.24%
157,312
-443
50
$13.8M 0.24%
97,897
+1,175
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2
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