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
501
$702K 0.01%
8,718
-195
502
$701K 0.01%
14,820
-188
503
$700K 0.01%
12,004
+400
504
$699K 0.01%
5,827
-87
505
$698K 0.01%
5,838
-76
506
$698K 0.01%
2,965
+35
507
$695K 0.01%
7,554
-195
508
$683K 0.01%
8,447
-1,456
509
$682K 0.01%
13,653
+3,952
510
$679K 0.01%
+21,000
511
$678K 0.01%
12,753
+1,147
512
$676K 0.01%
22,778
-4,164
513
$668K 0.01%
29,081
-6,127
514
$667K 0.01%
11,769
+1,983
515
$667K 0.01%
25,236
516
$665K 0.01%
8,930
+350
517
$665K 0.01%
4,553
-67
518
$663K 0.01%
12,916
-107
519
$661K 0.01%
20,367
520
$657K 0.01%
10,763
-171
521
$654K 0.01%
11,868
+458
522
$645K 0.01%
53,122
+5,184
523
$644K 0.01%
9,678
-5,143
524
$641K 0.01%
15,669
-170
525
$640K 0.01%
16,872
-800
19 20
21
22 23