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
501
$579K 0.01%
8,408
-1,367
502
$579K 0.01%
2,518
-355
503
$575K 0.01%
7,161
-1,192
504
$572K 0.01%
3,801
-61
505
$569K 0.01%
20,529
-1,531
506
$566K 0.01%
11,673
507
$558K 0.01%
3,411
+56
508
$556K 0.01%
9,905
+858
509
$550K 0.01%
6,076
-613
510
$547K 0.01%
11,936
+25
511
$544K 0.01%
9,176
+13
512
$544K 0.01%
7,455
+14
513
$544K 0.01%
6,906
+22
514
$537K 0.01%
8,987
-334
515
$536K 0.01%
3,848
-732
516
$536K 0.01%
7,520
+16
517
$535K 0.01%
29,514
518
$535K 0.01%
2,792
+98
519
$532K 0.01%
11,242
520
$531K 0.01%
+4,269
521
$530K 0.01%
5,246
+27
522
$530K 0.01%
10,569
+77
523
$528K 0.01%
3,224
+1,394
524
$527K 0.01%
13,676
+1,780
525
$524K 0.01%
7,060
+26
19 20
21
22 23