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
$6.21B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.51M
3
+$9.44M
4
CB icon
Chubb
CB
+$4.67M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.51M

Top Sells

1
+$56.7M
2
+$54.9M
3
+$5.65M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$5.22M

Sector Composition

1 Technology 5.88%
2 Financials 4.67%
3 Healthcare 3.19%
4 Communication Services 2.97%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$643K 0.01%
2,695
+278
477
$641K 0.01%
2,323
+64
478
$640K 0.01%
30,990
+90
479
$638K 0.01%
7,998
-84
480
$637K 0.01%
18,317
481
$634K 0.01%
2,615
+81
482
$631K 0.01%
9,190
+295
483
$629K 0.01%
16,443
+252
484
$626K 0.01%
4,601
-82
485
$624K 0.01%
2,531
-26
486
$622K 0.01%
11,184
-4,011
487
$612K 0.01%
7,182
-408
488
$610K 0.01%
5,332
+161
489
$607K 0.01%
2,536
+47
490
$601K 0.01%
3,439
+67
491
$600K 0.01%
3,689
+1,279
492
$600K 0.01%
23,060
+482
493
$598K 0.01%
2,543
+624
494
$590K 0.01%
4,210
+23
495
$589K 0.01%
14,123
+33
496
$587K 0.01%
3,427
-35
497
$585K 0.01%
13,513
-717
498
$585K 0.01%
31,309
+1,650
499
$584K 0.01%
11,931
-3,130
500
$583K 0.01%
15,800
-1,700
18 19
20
21 22