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
$4.53B
AUM Growth
-$97.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$12M
3
+$8.04M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.25M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.1M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$8.1M
4
BUD icon
AB InBev
BUD
+$6.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.89M

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
476
$526K 0.01%
12,333
-702
477
$523K 0.01%
5,887
-156
478
$523K 0.01%
14,790
-768
479
$522K 0.01%
9,315
+2,612
480
$521K 0.01%
10,362
-8,048
481
$520K 0.01%
2,072
+87
482
$516K 0.01%
8,109
+110
483
$515K 0.01%
3,289
-1,149
484
$515K 0.01%
33,783
+2,682
485
$513K 0.01%
6,460
-529
486
$512K 0.01%
8,875
-563
487
$511K 0.01%
15,958
+3,643
488
$511K 0.01%
+40,400
489
$509K 0.01%
43,720
490
$507K 0.01%
13,805
+3,247
491
$506K 0.01%
4,538
+1,170
492
$505K 0.01%
12,601
+285
493
$503K 0.01%
5,002
+7
494
$501K 0.01%
31,035
+2,280
495
$501K 0.01%
24,741
+1,797
496
$500K 0.01%
9,623
-2,611
497
$491K 0.01%
7,070
-955
498
$489K 0.01%
3,610
-63
499
$485K 0.01%
7,213
-4,403
500
$483K 0.01%
4,100
-32
18 19
20
21 22