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
$4.78B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
967
New
Increased
Reduced
Closed

Top Buys

1
+$9.76M
2
+$7.71M
3
+$4.01M
4
KKR icon
KKR & Co
KKR
+$3.82M
5
BX icon
Blackstone
BX
+$2.94M

Top Sells

1
+$9.61M
2
+$9.16M
3
+$7.33M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$7.23M
5
MA icon
Mastercard
MA
+$7.1M

Sector Composition

1 Energy 9.52%
2 Consumer Staples 7.27%
3 Financials 5.59%
4 Healthcare 4.27%
5 Technology 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$758K 0.02%
14,728
-360
477
$758K 0.02%
3,410
+752
478
$749K 0.02%
26,151
+800
479
$748K 0.02%
+12,508
480
$746K 0.02%
8,000
-4,000
481
$745K 0.02%
6,994
-133
482
$742K 0.02%
19,978
-924
483
$741K 0.02%
9,378
-2
484
$737K 0.02%
13,984
-1,025
485
$736K 0.02%
10,810
+741
486
$733K 0.02%
19,407
+2,989
487
$731K 0.02%
8,117
+707
488
$727K 0.02%
14,687
-124
489
$724K 0.02%
41,044
-48
490
$719K 0.02%
21,052
+880
491
$719K 0.02%
17,208
+8,341
492
$719K 0.02%
20,098
-188
493
$718K 0.02%
7,167
+655
494
$715K 0.01%
12,329
-509
495
$712K 0.01%
119,891
+1,842
496
$712K 0.01%
17,139
-835
497
$712K 0.01%
8,108
+298
498
$710K 0.01%
10,641
499
$709K 0.01%
20,295
-6,563
500
$704K 0.01%
17,582
-937
18 19
20
21 22