V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.54B
AUM Growth
-$960M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.69M
3
+$7.51M
4
ABBV icon
AbbVie
ABBV
+$6.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$5.67M

Top Sells

1
+$6.94M
2
+$6.45M
3
+$6.35M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.93M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.69M

Sector Composition

1 Technology 6.09%
2 Financials 4.77%
3 Healthcare 4.07%
4 Consumer Staples 3%
5 Communication Services 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$633K 0.01%
+20,870
477
$631K 0.01%
5,897
-318
478
$628K 0.01%
+24,004
479
$627K 0.01%
36,415
-4,902
480
$626K 0.01%
5,111
+1,532
481
$617K 0.01%
1,538
+31
482
$613K 0.01%
19,137
+911
483
$612K 0.01%
6,869
-293
484
$612K 0.01%
18,641
485
$611K 0.01%
9,741
+597
486
$608K 0.01%
6,038
-57
487
$606K 0.01%
27,840
-13,989
488
$604K 0.01%
14,816
489
$604K 0.01%
10,159
+47
490
$603K 0.01%
1,123
-49
491
$602K 0.01%
6,334
+561
492
$601K 0.01%
19,167
+5,150
493
$601K 0.01%
3,472
-102
494
$599K 0.01%
+20,093
495
$598K 0.01%
9,132
+252
496
$596K 0.01%
6,691
+220
497
$592K 0.01%
4,886
+504
498
$590K 0.01%
8,808
-601
499
$589K 0.01%
2,985
-31
500
$587K 0.01%
27,364
+13
18 19
20
21 22