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
$4.96B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$9.12M
3
+$6.06M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.37M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.84M

Top Sells

1
+$30.1M
2
+$9.67M
3
+$4.38M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.27M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$2.61M

Sector Composition

1 Financials 4.69%
2 Technology 4.34%
3 Healthcare 3.53%
4 Energy 3.28%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$551K 0.01%
11,584
-456
477
$546K 0.01%
1,921
+158
478
$544K 0.01%
7,876
+129
479
$542K 0.01%
18,941
-1,445
480
$542K 0.01%
8,491
+773
481
$538K 0.01%
4,141
482
$537K 0.01%
3,282
+262
483
$533K 0.01%
8,400
+193
484
$533K 0.01%
10,084
+131
485
$532K 0.01%
10,282
-2,049
486
$531K 0.01%
3,113
+675
487
$531K 0.01%
37,350
+250
488
$530K 0.01%
17,807
489
$530K 0.01%
9,186
+657
490
$527K 0.01%
7,555
+833
491
$524K 0.01%
31,372
+106
492
$521K 0.01%
33,069
+774
493
$519K 0.01%
14,089
494
$509K 0.01%
10,700
-2,337
495
$501K 0.01%
12,403
-3,272
496
$500K 0.01%
3,765
-1,534
497
$494K 0.01%
6,882
+311
498
$493K 0.01%
9,977
+25
499
$489K 0.01%
3,865
+79
500
$488K 0.01%
3,119
+1
18 19
20
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